MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.4M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$2.96M
5
AMZN icon
Amazon
AMZN
+$2.55M

Top Sells

1
+$9.93M
2
+$2.5M
3
+$2.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.01M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.93%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$4K ﹤0.01%
196
+68
902
$4K ﹤0.01%
8
+6
903
$4K ﹤0.01%
83
+57
904
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57
905
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19
+14
906
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30
+25
907
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+34
908
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+64
909
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36
+24
910
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24
911
$3K ﹤0.01%
44
912
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16
-25
913
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12
+9
914
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87
+67
915
$3K ﹤0.01%
50
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916
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917
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918
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919
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+90
920
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94
921
$3K ﹤0.01%
+129
922
$3K ﹤0.01%
103
-71
923
$3K ﹤0.01%
74
924
$3K ﹤0.01%
51
+36
925
$3K ﹤0.01%
59
35 36
37
38 39