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
1501
– –
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1502
$0 ﹤0.01%
30
-97
1503
– –
-11
1504
$0 ﹤0.01%
+15
1505
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-8
1506
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-19
1507
– –
-4
1508
– –
-375
1509
– –
-10
1510
$0 ﹤0.01%
+19
1511
– –
-2,500
1512
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-143
1513
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-503
1514
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-25
1515
– –
-160
1516
– –
-17
1517
– –
-19
1518
– –
-36
1519
– –
-385
1520
– –
-7
1521
– –
-100
1522
$0 ﹤0.01%
1
1523
– –
-17
1524
– –
-3
1525
$0 ﹤0.01%
+18
59 60
61
62 63