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
2251
$373 ﹤0.01%
9,300
2252
$370 ﹤0.01%
86
2253
$367 ﹤0.01%
9
2254
$354 ﹤0.01%
+28
2255
$353 ﹤0.01%
35
2256
$349 ﹤0.01%
+10
2257
$344 ﹤0.01%
6
2258
$341 ﹤0.01%
+11
2259
$334 ﹤0.01%
6
2260
$330 ﹤0.01%
3
2261
$330 ﹤0.01%
19
+6
2262
$321 ﹤0.01%
24
2263
$316 ﹤0.01%
19
2264
$316 ﹤0.01%
58
2265
$308 ﹤0.01%
10
2266
$306 ﹤0.01%
+15
2267
$297 ﹤0.01%
26
2268
$297 ﹤0.01%
+12
2269
$293 ﹤0.01%
34
-200
2270
$290 ﹤0.01%
+10
2271
$286 ﹤0.01%
24
2272
$283 ﹤0.01%
29
-84
2273
$273 ﹤0.01%
36
2274
$273 ﹤0.01%
42
2275
$269 ﹤0.01%
11