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
1651
– –
-5
1652
– –
-431
1653
– –
-17
1654
– –
-101
1655
– –
-12
1656
– –
-64
1657
– –
-7
1658
– –
-180
1659
– –
-26
1660
– –
-2
1661
– –
-62
1662
– –
-15
1663
– –
-82
1664
– –
-34
1665
– –
-178
1666
– –
-15
1667
– –
-4
1668
– –
-8
1669
– –
-6
1670
– –
-31
1671
$0 ﹤0.01%
4
1672
– –
-11
1673
– –
-133
1674
– –
-1
1675
– –
-4
65 66
67
68 69