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
1176
$1K ﹤0.01%
26
1177
$1K ﹤0.01%
+22
1178
$1K ﹤0.01%
+23
1179
$1K ﹤0.01%
256
1180
$1K ﹤0.01%
+46
1181
$1K ﹤0.01%
19
-1
1182
$1K ﹤0.01%
311
1183
$1K ﹤0.01%
26
1184
$1K ﹤0.01%
+26
1185
$1K ﹤0.01%
40
-23
1186
$1K ﹤0.01%
36
1187
$1K ﹤0.01%
+28
1188
$1K ﹤0.01%
24
1189
$1K ﹤0.01%
+54
1190
$1K ﹤0.01%
16
1191
$1K ﹤0.01%
1,300
1192
$1K ﹤0.01%
+10
1193
$0 ﹤0.01%
12
1194
– –
-37
1195
– –
-11
1196
– –
-7,288
1197
– –
-33
1198
– –
-51
1199
– –
-40
1200
– –
-20
46 47
48
49 50