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
2276
$264 ﹤0.01%
+10
2277
$260 ﹤0.01%
17
2278
$252 ﹤0.01%
3
-1
2279
$252 ﹤0.01%
22
2280
$246 ﹤0.01%
11
+6
2281
$242 ﹤0.01%
11
2282
$241 ﹤0.01%
7
2283
$241 ﹤0.01%
6
2284
$229 ﹤0.01%
8
2285
$225 ﹤0.01%
9
-3
2286
$223 ﹤0.01%
12
-102
2287
$220 ﹤0.01%
6
2288
$220 ﹤0.01%
7
2289
$219 ﹤0.01%
20
2290
$212 ﹤0.01%
66
-39
2291
$208 ﹤0.01%
4
2292
$195 ﹤0.01%
13
2293
$193 ﹤0.01%
29
-31
2294
$178 ﹤0.01%
7
2295
$174 ﹤0.01%
3
2296
$168 ﹤0.01%
18
2297
$164 ﹤0.01%
5
-23
2298
$163 ﹤0.01%
+18
2299
$155 ﹤0.01%
41
-141
2300
$154 ﹤0.01%
9
-11
90 91
92
93 94