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
$3.3B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.3M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$3.82M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$13.5M
2
+$6.11M
3
+$5.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.14M
5
TXN icon
Texas Instruments
TXN
+$5.08M

Sector Composition

1 Technology 22.25%
2 Financials 9.64%
3 Consumer Discretionary 8.33%
4 Healthcare 7.91%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.18M 0.22%
65,141
+416
102
$7.15M 0.22%
27,823
+2,915
103
$7.01M 0.21%
38,427
-8,912
104
$6.97M 0.21%
50,418
+324
105
$6.94M 0.21%
40,031
+19,040
106
$6.91M 0.21%
10,518
+548
107
$6.85M 0.21%
65,920
+23,138
108
$6.8M 0.21%
21,680
-1,071
109
$6.75M 0.2%
276,712
+217,360
110
$6.73M 0.2%
86,751
-346
111
$6.7M 0.2%
42,716
+8,198
112
$6.23M 0.19%
13,958
+426
113
$6.17M 0.19%
106,305
-3,706
114
$5.92M 0.18%
20,566
+2,770
115
$5.8M 0.18%
24,590
-2,335
116
$5.77M 0.18%
41,748
-422
117
$5.76M 0.17%
58,929
-1,276
118
$5.62M 0.17%
12,432
+753
119
$5.6M 0.17%
120,478
-41,948
120
$5.48M 0.17%
17,810
-1,377
121
$5.37M 0.16%
46,974
+1,588
122
$5.34M 0.16%
16,164
+940
123
$5.2M 0.16%
34,563
+1,361
124
$5.19M 0.16%
53,393
-4,040
125
$5.12M 0.16%
143,988
-3,375
3 4
5
6 7