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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.6M
3
+$8.32M
4
LHX icon
L3Harris
LHX
+$7.54M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.56M
2
+$8.16M
3
+$6M
4
CERN
Cerner Corp
CERN
+$4.83M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.03M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$5K ﹤0.01%
122
+1
902
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15
+10
903
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52
904
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22
+3
905
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25
906
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270
907
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47
908
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909
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37
910
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255
-24
911
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73
912
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+50
913
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57
+46
914
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42
+6
915
$5K ﹤0.01%
10
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916
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109
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917
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+60
918
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+65
919
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144
+50
920
$5K ﹤0.01%
100
921
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60
922
$5K ﹤0.01%
10
+1
923
$5K ﹤0.01%
129
+19
924
$5K ﹤0.01%
116
+40
925
$5K ﹤0.01%
68
+8
35 36
37
38 39