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
2001
$1.52K ﹤0.01%
288
2002
$1.5K ﹤0.01%
+62
2003
$1.5K ﹤0.01%
31
2004
$1.5K ﹤0.01%
84
+33
2005
$1.49K ﹤0.01%
+43
2006
$1.48K ﹤0.01%
16
+12
2007
$1.48K ﹤0.01%
238
-60
2008
$1.47K ﹤0.01%
170
+2
2009
$1.46K ﹤0.01%
92
-17
2010
$1.46K ﹤0.01%
147
+123
2011
$1.45K ﹤0.01%
41
-175
2012
$1.45K ﹤0.01%
154
-40
2013
$1.44K ﹤0.01%
201
+143
2014
$1.44K ﹤0.01%
86
-278
2015
$1.44K ﹤0.01%
57
+14
2016
$1.43K ﹤0.01%
5
2017
$1.43K ﹤0.01%
+22
2018
$1.42K ﹤0.01%
+66
2019
$1.41K ﹤0.01%
140
+17
2020
$1.41K ﹤0.01%
+801
2021
$1.4K ﹤0.01%
41
+18
2022
$1.4K ﹤0.01%
22
-13
2023
$1.39K ﹤0.01%
+211
2024
$1.39K ﹤0.01%
56
2025
$1.39K ﹤0.01%
112
+92
79 80
81
82 83