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
2076
$1.16K ﹤0.01%
+44
2077
$1.15K ﹤0.01%
+34
2078
$1.14K ﹤0.01%
8
-4
2079
$1.14K ﹤0.01%
+31
2080
$1.14K ﹤0.01%
+57
2081
$1.13K ﹤0.01%
16
+7
2082
$1.13K ﹤0.01%
99
+26
2083
$1.13K ﹤0.01%
25
-80
2084
$1.13K ﹤0.01%
9
+8
2085
$1.13K ﹤0.01%
95
2086
$1.12K ﹤0.01%
+150
2087
$1.12K ﹤0.01%
32
2088
$1.11K ﹤0.01%
+128
2089
$1.11K ﹤0.01%
12
2090
$1.11K ﹤0.01%
123
2091
$1.11K ﹤0.01%
22
+6
2092
$1.11K ﹤0.01%
104
+8
2093
$1.11K ﹤0.01%
62
2094
$1.1K ﹤0.01%
27
-4
2095
$1.1K ﹤0.01%
+79
2096
$1.09K ﹤0.01%
59
2097
$1.09K ﹤0.01%
69
-23
2098
$1.09K ﹤0.01%
+372
2099
$1.09K ﹤0.01%
59
2100
$1.08K ﹤0.01%
+137