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
1351
$1K ﹤0.01%
+5
1352
$1K ﹤0.01%
+16
1353
$1K ﹤0.01%
+35
1354
$1K ﹤0.01%
+18
1355
$1K ﹤0.01%
+44
1356
$1K ﹤0.01%
+42
1357
$1K ﹤0.01%
7
+3
1358
$1K ﹤0.01%
24
1359
$1K ﹤0.01%
+2
1360
$1K ﹤0.01%
75
1361
$1K ﹤0.01%
+20
1362
$1K ﹤0.01%
+11
1363
$1K ﹤0.01%
41
1364
$1K ﹤0.01%
+10
1365
$1K ﹤0.01%
+8
1366
$1K ﹤0.01%
+12
1367
$1K ﹤0.01%
+20
1368
$1K ﹤0.01%
+10
1369
$1K ﹤0.01%
36
-233
1370
$1K ﹤0.01%
40
-41
1371
$1K ﹤0.01%
50
-121
1372
$1K ﹤0.01%
76
1373
$1K ﹤0.01%
19
+2
1374
$1K ﹤0.01%
+17
1375
$1K ﹤0.01%
8