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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
926
$3K ﹤0.01%
+150
927
$3K ﹤0.01%
21
928
$3K ﹤0.01%
43
+28
929
$3K ﹤0.01%
19
930
$3K ﹤0.01%
29
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931
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932
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12
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$3K ﹤0.01%
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+67
935
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936
$3K ﹤0.01%
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938
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939
$3K ﹤0.01%
192
+100
940
$3K ﹤0.01%
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941
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+15
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$3K ﹤0.01%
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943
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$3K ﹤0.01%
109
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945
$3K ﹤0.01%
+13
946
$3K ﹤0.01%
78
-6
947
$3K ﹤0.01%
42
+7
948
$3K ﹤0.01%
49
+40
949
$3K ﹤0.01%
33
-1
950
$3K ﹤0.01%
+78