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
1576
– –
-13
1577
$0 ﹤0.01%
800
1578
$0 ﹤0.01%
2,265
1579
– –
-141
1580
– –
-49
1581
– –
-16,133
1582
– –
0
1583
– –
-1
1584
$0 ﹤0.01%
1
-126
1585
– –
0
1586
– –
-106
1587
– –
-25
1588
– –
-20
1589
– –
-782
1590
$0 ﹤0.01%
38
-172
1591
– –
0
1592
– –
-2
1593
– –
-38
1594
– –
-472
1595
– –
-10
1596
– –
-8
1597
– –
-438
1598
– –
-20
1599
– –
-58
1600
– –
-56
62 63
64
65 66