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
2126
$979 ﹤0.01%
+201
2127
$968 ﹤0.01%
+479
2128
$967 ﹤0.01%
136
+117
2129
$962 ﹤0.01%
9
2130
$957 ﹤0.01%
+43
2131
$955 ﹤0.01%
+256
2132
$949 ﹤0.01%
+57
2133
$946 ﹤0.01%
106
2134
$943 ﹤0.01%
33
2135
$939 ﹤0.01%
+334
2136
$936 ﹤0.01%
+767
2137
$930 ﹤0.01%
10
+1
2138
$926 ﹤0.01%
+175
2139
$923 ﹤0.01%
239
2140
$923 ﹤0.01%
+63
2141
$921 ﹤0.01%
33
2142
$919 ﹤0.01%
+184
2143
$906 ﹤0.01%
124
-44
2144
$901 ﹤0.01%
94
2145
$875 ﹤0.01%
58
2146
$873 ﹤0.01%
50
-2
2147
$872 ﹤0.01%
68
-52
2148
$871 ﹤0.01%
39
-54
2149
$864 ﹤0.01%
22
+14
2150
$864 ﹤0.01%
28
84 85
86
87 88