MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.05%
8,000
+84
227
$1.06M 0.04%
12,822
-272
228
$1.03M 0.04%
18,000
-114
229
$1.01M 0.04%
15,181
+11
230
$1.01M 0.04%
15,584
+72
231
$983K 0.04%
3,277
+102
232
$958K 0.04%
7,340
-319
233
$952K 0.04%
8,798
-179
234
$949K 0.04%
3,920
-1
235
$938K 0.04%
6,590
+226
236
$927K 0.04%
+18,122
237
$911K 0.04%
11,261
+8,041
238
$909K 0.04%
18,187
-503
239
$902K 0.04%
6,437
+20
240
$889K 0.04%
2,981
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241
$889K 0.04%
16,826
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242
$878K 0.04%
10,605
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243
$838K 0.04%
11,437
-181
244
$832K 0.04%
7,901
+6,100
245
$808K 0.03%
5,092
-3,936
246
$800K 0.03%
30,700
+5
247
$789K 0.03%
2,742
+21
248
$780K 0.03%
2,727
+37
249
$776K 0.03%
7,036
-557
250
$769K 0.03%
29,454
-87
8 9
10
11 12