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
2351
– –
-2,381
2352
– –
-219
2353
– –
-73
2354
– –
-500
2355
– –
-38
2356
– –
-100
2357
– –
-387
2358
– –
-25
2359
– –
-3
2360
– –
-36
2361
– –
-210
2362
– –
-11
2363
– –
-144
2364
– –
-1
2365
– –
-277
2366
– –
-9,458
2367
– –
-14,905
2368
– –
-204
2369
– –
-81
2370
– –
-158
2371
– –
-25
2372
– –
-35
2373
– –
-5,176
2374
– –
-91
2375
– –
-65
93 94
95
96 97