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
1926
$1.9K ﹤0.01%
249
+105
1927
$1.89K ﹤0.01%
17
+3
1928
$1.89K ﹤0.01%
+117
1929
$1.89K ﹤0.01%
+303
1930
$1.89K ﹤0.01%
70
-30
1931
$1.87K ﹤0.01%
70
+64
1932
$1.87K ﹤0.01%
345
+280
1933
$1.87K ﹤0.01%
173
+68
1934
$1.85K ﹤0.01%
205
-23
1935
$1.85K ﹤0.01%
24
1936
$1.85K ﹤0.01%
583
+193
1937
$1.84K ﹤0.01%
+172
1938
$1.84K ﹤0.01%
100
1939
$1.84K ﹤0.01%
48
+42
1940
$1.84K ﹤0.01%
+209
1941
$1.83K ﹤0.01%
99
+76
1942
$1.82K ﹤0.01%
129
+90
1943
$1.81K ﹤0.01%
16
1944
$1.8K ﹤0.01%
50
+38
1945
$1.8K ﹤0.01%
+196
1946
$1.78K ﹤0.01%
80
+50
1947
$1.77K ﹤0.01%
+288
1948
$1.77K ﹤0.01%
80
+8
1949
$1.77K ﹤0.01%
+29
1950
$1.75K ﹤0.01%
30
-73
76 77
78
79 80