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
1201
– –
-77
1202
– –
-17
1203
$0 ﹤0.01%
4
1204
$0 ﹤0.01%
157
1205
$0 ﹤0.01%
67
1206
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20
1207
$0 ﹤0.01%
54
1208
$0 ﹤0.01%
5,000
1209
$0 ﹤0.01%
150
1210
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-97
1211
$0 ﹤0.01%
800
1212
$0 ﹤0.01%
2,265
1213
– –
-29
1214
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-17
1215
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-4
1216
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-64
1217
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-415
1218
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-34
1219
$0 ﹤0.01%
+13
1220
– –
-200
1221
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0
1222
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-9
1223
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1224
$0 ﹤0.01%
3
1225
– –
-77
47 48
49
50 51