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
$3.46B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,569
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$5.39M
3
+$5.22M
4
NOW icon
ServiceNow
NOW
+$4.91M
5
GD icon
General Dynamics
GD
+$4.82M

Top Sells

1
+$20.9M
2
+$15M
3
+$9.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.49M
5
AAPL icon
Apple
AAPL
+$6.43M

Sector Composition

1 Technology 20.46%
2 Financials 11.31%
3 Consumer Discretionary 8.3%
4 Healthcare 7.7%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$2.27K ﹤0.01%
36
1877
$2.25K ﹤0.01%
167
1878
$2.25K ﹤0.01%
82
1879
$2.23K ﹤0.01%
132
+117
1880
$2.23K ﹤0.01%
86
-51
1881
$2.23K ﹤0.01%
+91
1882
$2.22K ﹤0.01%
64
-85
1883
$2.2K ﹤0.01%
98
+81
1884
$2.18K ﹤0.01%
266
+52
1885
$2.18K ﹤0.01%
45
-6
1886
$2.15K ﹤0.01%
+165
1887
$2.13K ﹤0.01%
225
1888
$2.13K ﹤0.01%
+386
1889
$2.12K ﹤0.01%
+258
1890
$2.12K ﹤0.01%
14
1891
$2.11K ﹤0.01%
442
1892
$2.1K ﹤0.01%
40
+29
1893
$2.09K ﹤0.01%
110
+102
1894
$2.09K ﹤0.01%
723
1895
$2.08K ﹤0.01%
92
-16
1896
$2.08K ﹤0.01%
+127
1897
$2.08K ﹤0.01%
4
1898
$2.08K ﹤0.01%
+260
1899
$2.08K ﹤0.01%
29
+24
1900
$2.07K ﹤0.01%
+90
74 75
76
77 78