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
$3.3B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.3M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$3.82M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$13.5M
2
+$6.11M
3
+$5.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.14M
5
TXN icon
Texas Instruments
TXN
+$5.08M

Sector Composition

1 Technology 22.25%
2 Financials 9.64%
3 Consumer Discretionary 8.33%
4 Healthcare 7.91%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.04%
4,859
-2,296
227
$1.18M 0.04%
18,812
-1,026
228
$1.18M 0.04%
30,822
-18,493
229
$1.17M 0.04%
46,360
-6,768
230
$1.15M 0.04%
22,741
+13,283
231
$1.13M 0.03%
2,521
-233
232
$1.12M 0.03%
3,777
+584
233
$1.11M 0.03%
44,778
-1,225
234
$1.08M 0.03%
+10,436
235
$1.08M 0.03%
10,521
+6,000
236
$1.03M 0.03%
8,686
+7,339
237
$994K 0.03%
9,588
-772
238
$989K 0.03%
46,015
239
$984K 0.03%
6,460
-64
240
$966K 0.03%
3,510
-70
241
$931K 0.03%
8,740
-4,399
242
$901K 0.03%
17,021
-17,999
243
$900K 0.03%
3,977
+121
244
$890K 0.03%
4,874
+1,468
245
$873K 0.03%
9,322
-4,094
246
$869K 0.03%
1,603
+256
247
$865K 0.03%
13,219
-341
248
$863K 0.03%
16,334
-641
249
$845K 0.03%
111,035
250
$839K 0.03%
6,723
-229
8 9
10
11 12