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
1051
$2K ﹤0.01%
20
+11
1052
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+42
1053
$2K ﹤0.01%
51
+2
1054
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21
+17
1055
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+45
1056
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+25
1057
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+32
1058
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75
+33
1059
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37
1060
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61
-11
1061
$2K ﹤0.01%
106
-16
1062
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+60
1063
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+50
1064
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17
+6
1065
$2K ﹤0.01%
+14
1066
$2K ﹤0.01%
+57
1067
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63
+23
1068
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8
+6
1069
$2K ﹤0.01%
220
1070
$2K ﹤0.01%
+90
1071
$2K ﹤0.01%
11
-19
1072
$2K ﹤0.01%
+13
1073
$2K ﹤0.01%
8,700
1074
$2K ﹤0.01%
3
+1
1075
$1K ﹤0.01%
16
41 42
43
44 45