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
$3.3B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.3M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$3.82M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$13.5M
2
+$6.11M
3
+$5.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.14M
5
TXN icon
Texas Instruments
TXN
+$5.08M

Sector Composition

1 Technology 22.25%
2 Financials 9.64%
3 Consumer Discretionary 8.33%
4 Healthcare 7.91%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.3M 0.31%
177,299
+29,227
77
$10.3M 0.31%
103,142
+2,157
78
$10.2M 0.31%
75,487
+75,114
79
$10.1M 0.31%
38,026
+27
80
$9.84M 0.3%
43,494
+760
81
$9.81M 0.3%
49,567
+13,081
82
$9.52M 0.29%
38,068
-1,702
83
$8.74M 0.27%
109,397
+2,723
84
$8.6M 0.26%
27,548
+124
85
$8.55M 0.26%
159,808
+44,426
86
$8.42M 0.26%
36,682
-884
87
$8.17M 0.25%
109,047
-23,033
88
$8.09M 0.25%
46,142
+1,429
89
$7.97M 0.24%
101,247
+1,668
90
$7.95M 0.24%
67,868
-1,090
91
$7.94M 0.24%
80,926
-6,982
92
$7.88M 0.24%
20,410
-1,897
93
$7.83M 0.24%
20,437
+951
94
$7.75M 0.24%
49,270
+2,265
95
$7.73M 0.23%
65,226
-861
96
$7.7M 0.23%
51,172
+1,879
97
$7.7M 0.23%
169,534
+19,340
98
$7.63M 0.23%
32,458
-641
99
$7.25M 0.22%
27,115
+2,486
100
$7.21M 0.22%
212,525
+2,312
2 3
4
5 6