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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
1001
$2K ﹤0.01%
+37
1002
$2K ﹤0.01%
+28
1003
$2K ﹤0.01%
+31
1004
$2K ﹤0.01%
70
1005
$2K ﹤0.01%
+89
1006
$2K ﹤0.01%
40
+7
1007
$2K ﹤0.01%
106
1008
$2K ﹤0.01%
75
1009
$2K ﹤0.01%
7
-18
1010
$2K ﹤0.01%
45
1011
$2K ﹤0.01%
+81
1012
$2K ﹤0.01%
20
+11
1013
$2K ﹤0.01%
+42
1014
$2K ﹤0.01%
51
+2
1015
$2K ﹤0.01%
21
+17
1016
$2K ﹤0.01%
+45
1017
$2K ﹤0.01%
+25
1018
$2K ﹤0.01%
+32
1019
$2K ﹤0.01%
75
+33
1020
$2K ﹤0.01%
37
1021
$2K ﹤0.01%
61
-11
1022
$2K ﹤0.01%
106
-16
1023
$2K ﹤0.01%
+60
1024
$2K ﹤0.01%
+50
1025
$2K ﹤0.01%
17
+6
39 40
41
42 43