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
1951
$1.74K ﹤0.01%
44
+23
1952
$1.74K ﹤0.01%
39
+31
1953
$1.74K ﹤0.01%
41
+32
1954
$1.74K ﹤0.01%
336
+46
1955
$1.74K ﹤0.01%
104
1956
$1.74K ﹤0.01%
70
+4
1957
$1.73K ﹤0.01%
+264
1958
$1.72K ﹤0.01%
+120
1959
$1.72K ﹤0.01%
58
+21
1960
$1.71K ﹤0.01%
33
1961
$1.7K ﹤0.01%
41
+23
1962
$1.7K ﹤0.01%
390
1963
$1.7K ﹤0.01%
61
+41
1964
$1.7K ﹤0.01%
28
+17
1965
$1.69K ﹤0.01%
68
-164
1966
$1.69K ﹤0.01%
192
+34
1967
$1.68K ﹤0.01%
402
1968
$1.67K ﹤0.01%
53
+34
1969
$1.66K ﹤0.01%
+150
1970
$1.66K ﹤0.01%
10
-2
1971
$1.65K ﹤0.01%
+84
1972
$1.65K ﹤0.01%
189
1973
$1.65K ﹤0.01%
140
1974
$1.64K ﹤0.01%
141
-45
1975
$1.64K ﹤0.01%
135
+99
77 78
79
80 81