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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.04%
13,323
-768
227
$1.05M 0.04%
15,226
-686
228
$1.05M 0.04%
3,042
+5
229
$1.05M 0.04%
4,712
-57
230
$1.03M 0.04%
15,758
-336
231
$1M 0.04%
20,513
-31,115
232
$972K 0.04%
25,952
+511
233
$925K 0.04%
4,511
-37,752
234
$913K 0.03%
10,545
+1,585
235
$913K 0.03%
62,434
+11,363
236
$912K 0.03%
15,348
-243
237
$895K 0.03%
32,325
-14,080
238
$886K 0.03%
4,230
+247
239
$869K 0.03%
11,245
240
$866K 0.03%
3,094
+70
241
$865K 0.03%
33,954
+250
242
$842K 0.03%
6,324
-1,201
243
$836K 0.03%
13,317
+94
244
$807K 0.03%
14,072
+982
245
$804K 0.03%
6,186
-709
246
$790K 0.03%
16,550
-100
247
$786K 0.03%
30,535
+42
248
$768K 0.03%
14,521
+2,774
249
$768K 0.03%
5,708
+321
250
$766K 0.03%
3,064
-63
8 9
10
11 12