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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.16M
3
+$2.05M
4
V icon
Visa
V
+$1.92M
5
FRC
First Republic Bank
FRC
+$1.49M

Top Sells

1
+$1.72M
2
+$1.64M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
RTN
Raytheon Company
RTN
+$1.14M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.74%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.37M 0.27%
28,067
-279
102
$4.33M 0.27%
46,250
-3,007
103
$4.29M 0.26%
58,433
+1,149
104
$4.28M 0.26%
61,276
-16,713
105
$4.27M 0.26%
19,428
-5,197
106
$4.26M 0.26%
67,284
+2,346
107
$4.18M 0.26%
21,650
-717
108
$4.11M 0.25%
26,702
+729
109
$4.1M 0.25%
74,040
-295
110
$4.06M 0.25%
23,030
+559
111
$3.98M 0.25%
24,050
+3,295
112
$3.95M 0.24%
99,250
+2,049
113
$3.92M 0.24%
93,570
-5,658
114
$3.91M 0.24%
60,132
-1,210
115
$3.88M 0.24%
45,139
-187
116
$3.87M 0.24%
30,073
+678
117
$3.74M 0.23%
72,073
-315
118
$3.71M 0.23%
61,601
+967
119
$3.7M 0.23%
36,840
+100
120
$3.67M 0.23%
42,199
-2,741
121
$3.66M 0.23%
119,222
+2,988
122
$3.6M 0.22%
60,792
-3,886
123
$3.57M 0.22%
62,637
+13,171
124
$3.54M 0.22%
109,432
+3,536
125
$3.47M 0.21%
11,684
-78
3 4
5
6 7