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
1301
– –
-500
1302
$0 ﹤0.01%
+9
1303
– –
-62
1304
– –
-25
1305
– –
-35
1306
– –
-5
1307
– –
-17
1308
– –
-47
1309
– –
-17
1310
– –
-32
1311
– –
-1,612
1312
– –
-2
1313
$0 ﹤0.01%
20
1314
– –
-1,335
1315
– –
-62
1316
$0 ﹤0.01%
3
1317
– –
-77
1318
– –
-29
1319
– –
-10
1320
– –
-50
1321
– –
-464
1322
$0 ﹤0.01%
6
1323
– –
-21
1324
– –
-5,000
1325
– –
-30
50 51 52
53
54