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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

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
101
$7.15M 0.27%
72,909
+29
102
$7.14M 0.27%
3,041
+1,432
103
$7.07M 0.27%
138,472
+92,611
104
$6.95M 0.26%
130,836
+1,031
105
$6.92M 0.26%
95,386
-349
106
$6.6M 0.25%
79,967
+2,961
107
$6.49M 0.25%
64,870
-851
108
$6.24M 0.24%
135,443
+5,614
109
$6.17M 0.23%
27,085
-735
110
$6.05M 0.23%
94,515
+7,717
111
$6.01M 0.23%
30,919
-3,572
112
$5.93M 0.22%
33,691
+671
113
$5.88M 0.22%
24,401
-32
114
$5.88M 0.22%
46,638
+600
115
$5.83M 0.22%
24,091
+366
116
$5.81M 0.22%
48,365
+15,335
117
$5.73M 0.22%
12,697
-6,334
118
$5.54M 0.21%
46,899
+7,402
119
$5.5M 0.21%
29,821
+13,177
120
$5.38M 0.2%
140,187
+22,994
121
$5.32M 0.2%
53,315
-200
122
$5.31M 0.2%
40,207
+701
123
$5.26M 0.2%
64,209
+9,308
124
$5.18M 0.2%
82,300
+4,950
125
$5.15M 0.19%
23,095
+3,628
3 4
5
6 7