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MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
-35
2377
-5,176
2378
-91
2379
-65
2380
-12,300
2381
$0 ﹤0.01%
300
2382
-746,885
2383
$0 ﹤0.01%
24
2384
$0 ﹤0.01%
1,300
2385
-157
2386
$0 ﹤0.01%
24,500
2387
$0 ﹤0.01%
3
2388
$0 ﹤0.01%
54
2389
$0 ﹤0.01%
3,333
2390
$0 ﹤0.01%
3,000
2391
-52,068
2392
$0 ﹤0.01%
150
2393
-526
2394
$0 ﹤0.01%
2,265
2395
-325
2396
-312
2397
-363
2398
-12
2399
-4
2400
-120