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
2101
$1.08K ﹤0.01%
+35
2102
$1.07K ﹤0.01%
6
+1
2103
$1.07K ﹤0.01%
32
+17
2104
$1.06K ﹤0.01%
+263
2105
$1.06K ﹤0.01%
53
2106
$1.06K ﹤0.01%
+84
2107
$1.06K ﹤0.01%
18
-1
2108
$1.06K ﹤0.01%
+99
2109
$1.05K ﹤0.01%
69
2110
$1.05K ﹤0.01%
+92
2111
$1.05K ﹤0.01%
19
-47
2112
$1.04K ﹤0.01%
+214
2113
$1.04K ﹤0.01%
38
2114
$1.03K ﹤0.01%
81
-41
2115
$1.03K ﹤0.01%
+130
2116
$1.03K ﹤0.01%
16
-12
2117
$1.03K ﹤0.01%
+130
2118
$1.03K ﹤0.01%
+21
2119
$1.02K ﹤0.01%
757
+361
2120
$1.02K ﹤0.01%
51
-39
2121
$1.01K ﹤0.01%
+40
2122
$1.01K ﹤0.01%
+249
2123
$993 ﹤0.01%
36
2124
$989 ﹤0.01%
+8
2125
$984 ﹤0.01%
48
83 84
85
86 87