MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$10.6M
2
+$10.6M
3
+$8.32M
4
LHX icon
L3Harris
LHX
+$7.54M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.56M
2
+$8.16M
3
+$6M
4
CERN
Cerner Corp
CERN
+$4.83M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.03M

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
1251
$1K ﹤0.01%
66
-856
1252
$1K ﹤0.01%
+7
1253
$1K ﹤0.01%
6
-22
1254
$1K ﹤0.01%
53
+29
1255
$1K ﹤0.01%
+5
1256
$1K ﹤0.01%
5
-5
1257
$1K ﹤0.01%
75
1258
$1K ﹤0.01%
33
1259
$1K ﹤0.01%
11
-8
1260
$1K ﹤0.01%
13
-16
1261
$1K ﹤0.01%
+16
1262
$1K ﹤0.01%
66
+37
1263
$1K ﹤0.01%
9
+5
1264
$1K ﹤0.01%
+14
1265
$1K ﹤0.01%
88
1266
$1K ﹤0.01%
91
-66
1267
$1K ﹤0.01%
9
-2
1268
$1K ﹤0.01%
52
+27
1269
$1K ﹤0.01%
+68
1270
$1K ﹤0.01%
35
-25
1271
$1K ﹤0.01%
27
1272
$1K ﹤0.01%
16
-29
1273
$1K ﹤0.01%
+59
1274
$1K ﹤0.01%
11
1275
$1K ﹤0.01%
32
49 50
51
52 53