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
1201
$2K ﹤0.01%
14
+4
1202
$2K ﹤0.01%
+25
1203
$2K ﹤0.01%
20
+14
1204
$2K ﹤0.01%
21
+8
1205
$2K ﹤0.01%
74
+23
1206
$2K ﹤0.01%
+59
1207
$2K ﹤0.01%
14
+3
1208
$2K ﹤0.01%
128
-20
1209
$2K ﹤0.01%
16
+6
1210
$2K ﹤0.01%
24
+13
1211
$2K ﹤0.01%
+29
1212
$2K ﹤0.01%
38
-143
1213
$2K ﹤0.01%
34
1214
$2K ﹤0.01%
142
+87
1215
$2K ﹤0.01%
32
+20
1216
$2K ﹤0.01%
+62
1217
$2K ﹤0.01%
+27
1218
$2K ﹤0.01%
+20
1219
$2K ﹤0.01%
348
+92
1220
$2K ﹤0.01%
+84
1221
$2K ﹤0.01%
+44
1222
$2K ﹤0.01%
+11
1223
$2K ﹤0.01%
68
1224
$2K ﹤0.01%
18
-19
1225
$2K ﹤0.01%
+263
47 48
49
50 51