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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.01M 0.35%
71,554
+2,793
77
$4.96M 0.34%
64,107
+1,139
78
$4.94M 0.34%
28,392
-8,795
79
$4.82M 0.33%
130,881
-2,994
80
$4.8M 0.33%
189,548
+2,957
81
$4.77M 0.33%
+96,784
82
$4.68M 0.32%
31,017
+2,653
83
$4.67M 0.32%
84,504
+4,008
84
$4.63M 0.32%
44,721
+2,816
85
$4.57M 0.32%
86,538
-1,866
86
$4.53M 0.31%
22,920
-705
87
$4.39M 0.3%
178,230
-5,250
88
$4.38M 0.3%
30,291
-230
89
$4.36M 0.3%
22,455
+258
90
$4.36M 0.3%
59,456
+3
91
$4.35M 0.3%
1,059,000
-3,360
92
$4.31M 0.3%
23,727
+814
93
$4.28M 0.3%
35,096
-560
94
$4.28M 0.3%
64,110
+9,319
95
$4.24M 0.29%
23,616
+419
96
$4.21M 0.29%
24,554
-205
97
$4.2M 0.29%
106,153
-33,836
98
$4.18M 0.29%
40,486
+1,733
99
$4.15M 0.29%
28,169
-627
100
$4.13M 0.29%
49,132
-6,959
2 3
4
5 6