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
2401
– –
-120
2402
– –
-50
2403
– –
-6,295
2404
– –
-1,270
2405
– –
-34
2406
– –
-38
2407
– –
-73
2408
– –
-38
2409
– –
-150
2410
– –
-18
2411
– –
-7,076
2412
– –
-7,382
2413
– –
-250
2414
– –
-1,612
2415
– –
-1,133
2416
– –
-962
2417
– –
-68
2418
– –
-89
2419
– –
-172
2420
– –
-22,783
2421
– –
-301
2422
– –
-151
2423
– –
-1,500
2424
– –
-396
2425
– –
-325
95 96
97
98 99