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MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.3B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.26M
3
+$3.64M
4
AVGO icon
Broadcom
AVGO
+$3.61M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.49M

Top Sells

1
+$14.1M
2
+$6.09M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.16M
5
TXN icon
Texas Instruments
TXN
+$4.83M

Sector Composition

1 Technology 22.25%
2 Financials 9.64%
3 Consumer Discretionary 8.33%
4 Healthcare 7.91%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
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-90
2202
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0
2203
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-8
2204
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2205
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2206
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-84
2207
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-16
2208
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-7
2209
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-17
2210
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-7
2211
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2212
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2213
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2214
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2215
– –
0
2216
– –
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2217
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2218
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2219
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-461
2220
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-97
2221
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2222
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2223
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2224
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2225
– –
-44
87 88
89
90 91