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
2051
$1.25K ﹤0.01%
69
+54
2052
$1.25K ﹤0.01%
50
+38
2053
$1.24K ﹤0.01%
58
-11
2054
$1.23K ﹤0.01%
+42
2055
$1.23K ﹤0.01%
13
-117
2056
$1.23K ﹤0.01%
90
2057
$1.23K ﹤0.01%
37
+26
2058
$1.22K ﹤0.01%
+317
2059
$1.22K ﹤0.01%
78
2060
$1.22K ﹤0.01%
90
-51
2061
$1.22K ﹤0.01%
+54
2062
$1.22K ﹤0.01%
+171
2063
$1.22K ﹤0.01%
225
-126
2064
$1.22K ﹤0.01%
+297
2065
$1.21K ﹤0.01%
+156
2066
$1.21K ﹤0.01%
+185
2067
$1.2K ﹤0.01%
240
+78
2068
$1.2K ﹤0.01%
32
2069
$1.2K ﹤0.01%
94
2070
$1.19K ﹤0.01%
12
-2
2071
$1.19K ﹤0.01%
32
+21
2072
$1.19K ﹤0.01%
+356
2073
$1.18K ﹤0.01%
89
+65
2074
$1.17K ﹤0.01%
+62
2075
$1.17K ﹤0.01%
89
+40
81 82
83
84 85