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
1226
$2K ﹤0.01%
+263
1227
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311
1228
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537
1229
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220
1230
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8,700
1231
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4
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+67
1233
$1K ﹤0.01%
24
+6
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22
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+2
1240
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+76
1241
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1242
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6
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17
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1246
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+6
1247
$1K ﹤0.01%
+26
1248
$1K ﹤0.01%
+23
1249
$1K ﹤0.01%
+11
1250
$1K ﹤0.01%
+5
48 49
50
51 52