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
2426
– –
-172
2427
– –
-22,783
2428
– –
-301
2429
– –
-151
2430
– –
-1,500
2431
– –
-1,250
2432
– –
-325
2433
– –
-312
2434
– –
-363
2435
– –
-12
2436
– –
-4
2437
– –
-120
2438
– –
-128
2439
– –
-333
2440
– –
-69
2441
– –
-53
2442
– –
-3
2443
– –
-306
2444
– –
-25
2445
– –
-8
2446
– –
-352
2447
– –
-100
2448
– –
-250
2449
– –
-258
2450
– –
-34
96 97
98
99 100