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
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
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1202
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-40
1203
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1204
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1205
– –
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1206
$0 ﹤0.01%
4
1207
$0 ﹤0.01%
157
1208
$0 ﹤0.01%
67
1209
$0 ﹤0.01%
20
1210
$0 ﹤0.01%
54
1211
$0 ﹤0.01%
5,000
1212
$0 ﹤0.01%
150
1213
– –
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1214
$0 ﹤0.01%
800
1215
$0 ﹤0.01%
2,265
1216
– –
-19
1217
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1218
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-7
1219
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-43
1220
– –
-45
1221
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1222
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-200
1223
$0 ﹤0.01%
+10
1224
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-16
1225
– –
-72
47 48
49
50 51