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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.12M 0.29%
23,716
-50
102
$4.1M 0.28%
13,986
-4,577
103
$4.08M 0.28%
15,205
+1,136
104
$3.92M 0.27%
45,796
+4,130
105
$3.84M 0.27%
38,730
+2,516
106
$3.82M 0.26%
69,913
-2,870
107
$3.74M 0.26%
73,460
-456
108
$3.73M 0.26%
61,165
-705
109
$3.67M 0.25%
28,127
+1,789
110
$3.64M 0.25%
37,500
-1,177
111
$3.63M 0.25%
24,862
+734
112
$3.55M 0.25%
29,461
-376
113
$3.48M 0.24%
15,271
+1,389
114
$3.43M 0.24%
67,082
-3,354
115
$3.38M 0.23%
93,770
+5,990
116
$3.37M 0.23%
115,124
+7,928
117
$3.34M 0.23%
13,673
+467
118
$3.32M 0.23%
72,297
+5,890
119
$3.32M 0.23%
25,421
+4,703
120
$3.21M 0.22%
107,804
+2,120
121
$3.18M 0.22%
98,412
-4,019
122
$3.11M 0.22%
62,520
+4,071
123
$3.1M 0.21%
63,701
-3,360
124
$3.04M 0.21%
10,775
+533
125
$3.01M 0.21%
54,851
-2,230
3 4
5
6 7