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
926
$5K ﹤0.01%
183
+57
927
$5K ﹤0.01%
27
-2
928
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50
929
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31
+10
930
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123
+109
931
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+45
932
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+53
933
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22
+3
934
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66
-2
935
$5K ﹤0.01%
137
-332
936
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+63
937
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89
+20
938
$5K ﹤0.01%
64
+41
939
$5K ﹤0.01%
110
-7
940
$5K ﹤0.01%
193
+42
941
$5K ﹤0.01%
48
-20
942
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39
943
$5K ﹤0.01%
+22
944
$5K ﹤0.01%
171
-19
945
$5K ﹤0.01%
+362
946
$5K ﹤0.01%
451
947
$5K ﹤0.01%
50
+43
948
$5K ﹤0.01%
24
949
$5K ﹤0.01%
167
+100
950
$4K ﹤0.01%
57
+10
36 37
38
39 40