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
2176
$733 ﹤0.01%
20
-19
2177
$732 ﹤0.01%
24
2178
$731 ﹤0.01%
27
+23
2179
$725 ﹤0.01%
50
2180
$716 ﹤0.01%
2
2181
$712 ﹤0.01%
69
2182
$709 ﹤0.01%
81
-71
2183
$704 ﹤0.01%
+45
2184
$700 ﹤0.01%
179
-61
2185
$699 ﹤0.01%
25
2186
$697 ﹤0.01%
38
+8
2187
$695 ﹤0.01%
13
2188
$693 ﹤0.01%
59
-84
2189
$693 ﹤0.01%
88
2190
$690 ﹤0.01%
30
+16
2191
$686 ﹤0.01%
20
+11
2192
$664 ﹤0.01%
22
2193
$658 ﹤0.01%
11
2194
$654 ﹤0.01%
60
+42
2195
$651 ﹤0.01%
9
-7
2196
$635 ﹤0.01%
65
2197
$634 ﹤0.01%
63
2198
$626 ﹤0.01%
26
2199
$610 ﹤0.01%
+276
2200
$608 ﹤0.01%
+117
86 87
88
89 90