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
2376
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2377
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2379
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2386
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-12,300
2387
$0 ﹤0.01%
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-746,885
2389
$0 ﹤0.01%
24
2390
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2391
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$0 ﹤0.01%
24,500
2393
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3
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54
2395
$0 ﹤0.01%
3,333
2396
$0 ﹤0.01%
3,000
2397
– –
-52,068
2398
$0 ﹤0.01%
150
2399
– –
-526
2400
$0 ﹤0.01%
2,265
94 95
96
97 98