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
101
$6.22M 0.26%
32,338
+474
102
$5.96M 0.25%
111,700
+405
103
$5.95M 0.25%
72,398
+5,410
104
$5.82M 0.25%
41,054
+1,503
105
$5.74M 0.24%
25,038
+6,041
106
$5.73M 0.24%
45,326
+1,356
107
$5.61M 0.24%
155,019
+44,618
108
$5.6M 0.24%
13,089
+758
109
$5.59M 0.24%
92,348
+2,723
110
$5.55M 0.24%
31,987
+1,471
111
$5.54M 0.24%
54,777
-300
112
$5.41M 0.23%
76,523
-1,411
113
$5.32M 0.23%
71,056
+8,925
114
$5.3M 0.23%
13,960
+329
115
$5.28M 0.22%
115,548
+3,050
116
$5.19M 0.22%
23,917
-1,848
117
$5.11M 0.22%
20,956
+496
118
$4.97M 0.21%
126,342
+4,626
119
$4.81M 0.2%
120,060
+3,534
120
$4.77M 0.2%
41,144
+1,628
121
$4.75M 0.2%
40,040
122
$4.73M 0.2%
25,135
-54
123
$4.63M 0.2%
44,913
+223
124
$4.59M 0.2%
75,273
+6,866
125
$4.53M 0.19%
71,824
+7,990
3 4
5
6 7