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
2026
$1.38K ﹤0.01%
+218
2027
$1.38K ﹤0.01%
70
+49
2028
$1.38K ﹤0.01%
71
+41
2029
$1.38K ﹤0.01%
+70
2030
$1.36K ﹤0.01%
+38
2031
$1.36K ﹤0.01%
96
+79
2032
$1.36K ﹤0.01%
73
+53
2033
$1.34K ﹤0.01%
38
2034
$1.34K ﹤0.01%
179
-747
2035
$1.34K ﹤0.01%
79
2036
$1.33K ﹤0.01%
15
+1
2037
$1.32K ﹤0.01%
66
+8
2038
$1.31K ﹤0.01%
+39
2039
$1.31K ﹤0.01%
98
2040
$1.3K ﹤0.01%
+839
2041
$1.3K ﹤0.01%
28
+2
2042
$1.3K ﹤0.01%
53
+44
2043
$1.29K ﹤0.01%
+82
2044
$1.28K ﹤0.01%
+22
2045
$1.27K ﹤0.01%
53
+52
2046
$1.27K ﹤0.01%
+198
2047
$1.26K ﹤0.01%
50
-63
2048
$1.26K ﹤0.01%
142
+56
2049
$1.26K ﹤0.01%
54
-87
2050
$1.26K ﹤0.01%
+18
80 81
82
83 84