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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.16M
3
+$2.05M
4
V icon
Visa
V
+$1.92M
5
FRC
First Republic Bank
FRC
+$1.49M

Top Sells

1
+$1.72M
2
+$1.64M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
RTN
Raytheon Company
RTN
+$1.14M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.74%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.56M 0.34%
63,398
-3,556
77
$5.53M 0.34%
86,854
+1,595
78
$5.51M 0.34%
29,057
-2,437
79
$5.5M 0.34%
40,112
+5,766
80
$5.43M 0.34%
65,598
+1,507
81
$5.36M 0.33%
15,126
-260
82
$5.22M 0.32%
15,431
+111
83
$5.11M 0.32%
32,957
-1,639
84
$5.09M 0.31%
174,330
-4,995
85
$5.08M 0.31%
128,211
-2,982
86
$5.05M 0.31%
66,228
+1,178
87
$4.96M 0.31%
29,933
-658
88
$4.93M 0.3%
27,683
+2,875
89
$4.88M 0.3%
30,765
-4,160
90
$4.87M 0.3%
45,793
+741
91
$4.78M 0.3%
25,221
+663
92
$4.77M 0.29%
40,764
+907
93
$4.71M 0.29%
23,463
+912
94
$4.61M 0.28%
39,586
-9
95
$4.59M 0.28%
86,322
+1,013
96
$4.58M 0.28%
14,241
+107
97
$4.58M 0.28%
38,273
-135
98
$4.46M 0.28%
31,382
+1,065
99
$4.46M 0.28%
18,503
+910
100
$4.4M 0.27%
24,566
-465
2 3
4
5 6