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
$3.46B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,569
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$5.39M
3
+$5.22M
4
NOW icon
ServiceNow
NOW
+$4.91M
5
GD icon
General Dynamics
GD
+$4.82M

Top Sells

1
+$20.9M
2
+$15M
3
+$9.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.49M
5
AAPL icon
Apple
AAPL
+$6.43M

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
226
$1.33M 0.04%
2,165
+200
227
$1.3M 0.04%
10,642
-321
228
$1.26M 0.04%
27,456
-609
229
$1.26M 0.04%
11,911
-70
230
$1.25M 0.04%
14,680
-1,500
231
$1.24M 0.04%
15,824
+531
232
$1.2M 0.03%
36,122
+1,107
233
$1.18M 0.03%
47,275
-9,152
234
$1.16M 0.03%
13,952
-233
235
$1.15M 0.03%
16,805
-476
236
$1.1M 0.03%
2,988
-64
237
$1.09M 0.03%
14,637
+6,971
238
$1.08M 0.03%
11,549
-2,327
239
$1.08M 0.03%
16,966
-1,261
240
$1.08M 0.03%
4,119
+85
241
$1.04M 0.03%
17,950
+692
242
$1.03M 0.03%
5,132
+935
243
$1.02M 0.03%
16,494
+7,856
244
$1.02M 0.03%
2,817
+981
245
$1.01M 0.03%
12,150
-1,494
246
$988K 0.03%
41,940
+27,417
247
$981K 0.03%
8,823
-129
248
$974K 0.03%
6,092
+208
249
$972K 0.03%
39,772
+1,216
250
$958K 0.03%
3,927
+125
8 9
10
11 12