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
2201
$602 ﹤0.01%
+23
2202
$594 ﹤0.01%
10
2203
$593 ﹤0.01%
+178
2204
$590 ﹤0.01%
+22
2205
$588 ﹤0.01%
26
-4
2206
$579 ﹤0.01%
+7
2207
$565 ﹤0.01%
46
-19
2208
$561 ﹤0.01%
246
-686
2209
$560 ﹤0.01%
+9
2210
$560 ﹤0.01%
+183
2211
$554 ﹤0.01%
51
+43
2212
$551 ﹤0.01%
+37
2213
$547 ﹤0.01%
27
-31
2214
$538 ﹤0.01%
20
2215
$533 ﹤0.01%
18
2216
$525 ﹤0.01%
25
2217
$521 ﹤0.01%
12
2218
$519 ﹤0.01%
+81
2219
$518 ﹤0.01%
+71
2220
$515 ﹤0.01%
+29
2221
$512 ﹤0.01%
34
+13
2222
$510 ﹤0.01%
6
2223
$510 ﹤0.01%
+36
2224
$495 ﹤0.01%
+3
2225
$495 ﹤0.01%
4
87 88
89
90 91