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
2301
$144 ﹤0.01%
5
2302
$143 ﹤0.01%
+18
2303
$138 ﹤0.01%
+22
2304
$138 ﹤0.01%
7
2305
$136 ﹤0.01%
2
2306
$134 ﹤0.01%
16
2307
$127 ﹤0.01%
17
2308
$124 ﹤0.01%
+4
2309
$122 ﹤0.01%
+4
2310
$116 ﹤0.01%
+2
2311
$113 ﹤0.01%
1
-22
2312
$111 ﹤0.01%
4
2313
$109 ﹤0.01%
+41
2314
$109 ﹤0.01%
+6
2315
$107 ﹤0.01%
+6
2316
$107 ﹤0.01%
+3
2317
$105 ﹤0.01%
+5
2318
$105 ﹤0.01%
+12
2319
$104 ﹤0.01%
+10
2320
$99 ﹤0.01%
4
2321
$98 ﹤0.01%
5
2322
$97 ﹤0.01%
537
2323
$96 ﹤0.01%
+3
2324
$93 ﹤0.01%
+18
2325
$92 ﹤0.01%
+61
91 92
93
94 95