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
+$4.4M
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
1101
$1K ﹤0.01%
+10
1102
$1K ﹤0.01%
35
1103
$1K ﹤0.01%
66
-451
1104
$1K ﹤0.01%
10
-43
1105
$1K ﹤0.01%
+8
1106
$1K ﹤0.01%
58
1107
$1K ﹤0.01%
+36
1108
$1K ﹤0.01%
+12
1109
$1K ﹤0.01%
15
1110
$1K ﹤0.01%
+134
1111
$1K ﹤0.01%
+42
1112
$1K ﹤0.01%
13
1113
$1K ﹤0.01%
+11
1114
$1K ﹤0.01%
+38
1115
$1K ﹤0.01%
+16
1116
$1K ﹤0.01%
40
+4
1117
$1K ﹤0.01%
11
1118
$1K ﹤0.01%
22
1119
$1K ﹤0.01%
17
-43
1120
$1K ﹤0.01%
22
1121
$1K ﹤0.01%
36
+17
1122
$1K ﹤0.01%
+30
1123
$1K ﹤0.01%
36
1124
$1K ﹤0.01%
76
1125
$1K ﹤0.01%
+33
43 44
45
46 47