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
951
$3K ﹤0.01%
+44
952
$3K ﹤0.01%
48
953
$3K ﹤0.01%
+158
954
$3K ﹤0.01%
+57
955
$3K ﹤0.01%
127
956
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+37
957
$3K ﹤0.01%
+56
958
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32
+23
959
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33
+22
960
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+33
961
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+15
962
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40
-31
963
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19
+12
964
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109
-700
965
$3K ﹤0.01%
+13
966
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78
-6
967
$3K ﹤0.01%
42
+7
968
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49
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969
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33
-1
970
$3K ﹤0.01%
+78
971
$3K ﹤0.01%
11
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972
$3K ﹤0.01%
29
+20
973
$3K ﹤0.01%
+247
974
$3K ﹤0.01%
30
+5
975
$3K ﹤0.01%
70
+58
37 38
39
40 41