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
1901
$2.07K ﹤0.01%
451
1902
$2.07K ﹤0.01%
60
1903
$2.02K ﹤0.01%
488
+80
1904
$2.02K ﹤0.01%
21
1905
$2.01K ﹤0.01%
148
-6
1906
$2.01K ﹤0.01%
+305
1907
$2.01K ﹤0.01%
+1,394
1908
$2K ﹤0.01%
153
1909
$2K ﹤0.01%
28
1910
$1.99K ﹤0.01%
410
1911
$1.99K ﹤0.01%
+66
1912
$1.98K ﹤0.01%
139
-82
1913
$1.98K ﹤0.01%
60
+50
1914
$1.98K ﹤0.01%
+148
1915
$1.97K ﹤0.01%
26
1916
$1.94K ﹤0.01%
182
+59
1917
$1.94K ﹤0.01%
185
+1
1918
$1.93K ﹤0.01%
+115
1919
$1.93K ﹤0.01%
195
-800
1920
$1.93K ﹤0.01%
138
+68
1921
$1.92K ﹤0.01%
+630
1922
$1.92K ﹤0.01%
191
+130
1923
$1.91K ﹤0.01%
39
+6
1924
$1.91K ﹤0.01%
19
+4
1925
$1.9K ﹤0.01%
+8
75 76
77
78 79