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
2226
$488 ﹤0.01%
36
+11
2227
$487 ﹤0.01%
10
2228
$487 ﹤0.01%
35
+7
2229
$472 ﹤0.01%
9
2230
$470 ﹤0.01%
+19
2231
$455 ﹤0.01%
4
2232
$447 ﹤0.01%
17
2233
$438 ﹤0.01%
8
-167
2234
$436 ﹤0.01%
56
2235
$429 ﹤0.01%
10
2236
$423 ﹤0.01%
7
2237
$421 ﹤0.01%
9
+2
2238
$420 ﹤0.01%
7
+5
2239
$420 ﹤0.01%
12
-14
2240
$415 ﹤0.01%
123
+92
2241
$405 ﹤0.01%
13
-2
2242
$399 ﹤0.01%
7
2243
$395 ﹤0.01%
+86
2244
$394 ﹤0.01%
3
2245
$386 ﹤0.01%
39
2246
$385 ﹤0.01%
9
2247
$384 ﹤0.01%
17
-56
2248
$380 ﹤0.01%
+165
2249
$377 ﹤0.01%
+5
2250
$376 ﹤0.01%
7
88 89
90
91 92