MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

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
926
$5K ﹤0.01%
137
-332
927
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+63
928
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89
+20
929
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+214
930
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+41
931
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33
932
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+33
933
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122
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934
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15
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52
936
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22
+3
937
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25
938
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270
939
$5K ﹤0.01%
64
+41
940
$5K ﹤0.01%
110
-7
941
$5K ﹤0.01%
193
+42
942
$5K ﹤0.01%
48
-20
943
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39
944
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+22
945
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171
-19
946
$5K ﹤0.01%
+362
947
$5K ﹤0.01%
451
948
$5K ﹤0.01%
50
+43
949
$5K ﹤0.01%
24
950
$5K ﹤0.01%
167
+100
36 37
38
39 40