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
+$5.94M
3
+$5.67M
4
DOW icon
Dow Inc
DOW
+$5.03M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.02M

Top Sells

1
+$20.8M
2
+$15.7M
3
+$9.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.82M
5
AAPL icon
Apple
AAPL
+$6.71M

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
2326
$89 ﹤0.01%
+18
2327
$87 ﹤0.01%
+57
2328
$82 ﹤0.01%
+1
2329
$82 ﹤0.01%
1
2330
$81 ﹤0.01%
3
2331
$79 ﹤0.01%
+4
2332
$73 ﹤0.01%
+28
2333
$73 ﹤0.01%
4
2334
$67 ﹤0.01%
+2
2335
$57 ﹤0.01%
+2
2336
$43 ﹤0.01%
4
2337
$36 ﹤0.01%
+3
2338
$34 ﹤0.01%
+1
2339
$29 ﹤0.01%
2
-1,379
2340
$13 ﹤0.01%
36
2341
– –
-10
2342
– –
-2
2343
– –
-2,977
2344
– –
-81
2345
– –
-3,000
2346
– –
-1,098
2347
– –
-38
2348
– –
-171
2349
– –
-4,000
2350
– –
-200
92 93
94
95 96