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
251
$764K 0.03%
16,530
-237
252
$760K 0.03%
515
-13
253
$753K 0.03%
42,318
-2,556
254
$750K 0.03%
5,670
-94
255
$743K 0.03%
8,685
-22,099
256
$730K 0.03%
+15,216
257
$714K 0.03%
8,631
-1,314
258
$695K 0.03%
5,249
-683
259
$680K 0.03%
5,308
-1,159
260
$677K 0.03%
7,841
+232
261
$670K 0.03%
3,950
-1
262
$650K 0.02%
4,090
263
$628K 0.02%
6,083
+315
264
$606K 0.02%
3,881
+52
265
$580K 0.02%
76,035
266
$577K 0.02%
16,814
+14,572
267
$561K 0.02%
10,701
-2,844
268
$556K 0.02%
6,373
-41
269
$554K 0.02%
9,907
-446
270
$550K 0.02%
7,109
+696
271
$543K 0.02%
21,107
-284
272
$534K 0.02%
4,173
-63
273
$529K 0.02%
+1
274
$529K 0.02%
5,850
+167
275
$525K 0.02%
4,798
-45
9 10
11
12 13