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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$10.6M
3 +$8.32M
4
LHX icon
L3Harris
LHX
+$7.54M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1 +$8.56M
2 +$8.16M
3 +$6M
4
CERN
Cerner Corp
CERN
+$4.83M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.03M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$3K ﹤0.01%
45
1102
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1103
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1104
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1105
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1106
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1107
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175
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1108
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+2
1109
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1110
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1112
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-4
1115
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1116
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1117
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1118
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13
+8
1120
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90
1121
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1122
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+67
1123
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63
+62
1124
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18
+8
1125
$2K ﹤0.01%
+50