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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.93M 0.38%
57,756
+1,213
77
$8.9M 0.38%
28,336
+729
78
$8.82M 0.37%
55,520
+5,118
79
$8.56M 0.36%
94,599
-120
80
$8.42M 0.36%
29,064
+897
81
$8.39M 0.36%
34,704
+1,803
82
$8.29M 0.35%
252,038
+1,524
83
$8.27M 0.35%
87,498
+2,342
84
$8.26M 0.35%
77,005
+1,436
85
$8.24M 0.35%
33,804
+3,418
86
$7.79M 0.33%
81,949
+167
87
$7.49M 0.32%
53,283
+1,374
88
$7.17M 0.3%
30,632
+2,514
89
$7.11M 0.3%
44,467
-9,106
90
$7.04M 0.3%
17,782
+1,248
91
$6.97M 0.3%
122,325
+3,939
92
$6.88M 0.29%
71,484
+2,452
93
$6.84M 0.29%
15,622
+367
94
$6.82M 0.29%
94,659
+14,411
95
$6.79M 0.29%
38,621
+2,896
96
$6.63M 0.28%
110,930
-17,888
97
$6.4M 0.27%
28,718
+1,011
98
$6.36M 0.27%
32,374
+665
99
$6.33M 0.27%
28,803
+1,707
100
$6.27M 0.27%
85,181
+5,380
2 3
4
5 6