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
1976
$1.64K ﹤0.01%
45
1977
$1.64K ﹤0.01%
+244
1978
$1.63K ﹤0.01%
+38
1979
$1.62K ﹤0.01%
124
1980
$1.61K ﹤0.01%
24
+9
1981
$1.61K ﹤0.01%
+387
1982
$1.6K ﹤0.01%
9
1983
$1.6K ﹤0.01%
24
-11
1984
$1.6K ﹤0.01%
35
-27
1985
$1.6K ﹤0.01%
332
+287
1986
$1.6K ﹤0.01%
94
+22
1987
$1.6K ﹤0.01%
25
1988
$1.59K ﹤0.01%
19
+8
1989
$1.59K ﹤0.01%
10
1990
$1.59K ﹤0.01%
31
+23
1991
$1.58K ﹤0.01%
112
1992
$1.56K ﹤0.01%
207
+120
1993
$1.56K ﹤0.01%
+176
1994
$1.56K ﹤0.01%
9
1995
$1.55K ﹤0.01%
319
-765
1996
$1.54K ﹤0.01%
16
1997
$1.54K ﹤0.01%
20
-150
1998
$1.54K ﹤0.01%
115
+68
1999
$1.53K ﹤0.01%
127
-26
2000
$1.53K ﹤0.01%
207
+67
78 79
80
81 82