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
1476
$1K ﹤0.01%
+20
1477
$1K ﹤0.01%
+10
1478
$1K ﹤0.01%
36
-233
1479
$1K ﹤0.01%
40
-41
1480
$1K ﹤0.01%
50
-121
1481
$1K ﹤0.01%
76
1482
$1K ﹤0.01%
19
+2
1483
$1K ﹤0.01%
+17
1484
$1K ﹤0.01%
8
1485
$1K ﹤0.01%
7
1486
– –
-7
1487
– –
-180
1488
– –
-95
1489
– –
-6
1490
– –
-28
1491
– –
-36
1492
$0 ﹤0.01%
+13
1493
– –
-96
1494
– –
-23
1495
– –
-49
1496
– –
-1
1497
– –
-237
1498
– –
-289
1499
$0 ﹤0.01%
+2
1500
– –
-311
58 59
60
61 62