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
2151
$858 ﹤0.01%
36
2152
$858 ﹤0.01%
42
-24
2153
$845 ﹤0.01%
125
2154
$841 ﹤0.01%
+16
2155
$838 ﹤0.01%
+103
2156
$836 ﹤0.01%
10
-2
2157
$835 ﹤0.01%
153
2158
$833 ﹤0.01%
+55
2159
$820 ﹤0.01%
+239
2160
$820 ﹤0.01%
+44
2161
$812 ﹤0.01%
132
2162
$811 ﹤0.01%
33
2163
$807 ﹤0.01%
4
-1
2164
$801 ﹤0.01%
6
2165
$801 ﹤0.01%
9
2166
$797 ﹤0.01%
3
-10
2167
$797 ﹤0.01%
27
-27
2168
$796 ﹤0.01%
+44
2169
$786 ﹤0.01%
+148
2170
$772 ﹤0.01%
57
+26
2171
$768 ﹤0.01%
19
-19
2172
$758 ﹤0.01%
16
2173
$752 ﹤0.01%
+99
2174
$748 ﹤0.01%
103
-295
2175
$737 ﹤0.01%
4
85 86
87
88 89