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
251
$839K 0.03%
16,741
+15,471
252
$829K 0.03%
4,041
-606
253
$825K 0.03%
5,843
-238
254
$823K 0.03%
6,352
+25
255
$819K 0.02%
15,976
-15,018
256
$817K 0.02%
39,000
-1,125
257
$812K 0.02%
+8,118
258
$810K 0.02%
18,829
-78
259
$808K 0.02%
21,790
-1,882
260
$796K 0.02%
23,793
+973
261
$790K 0.02%
6,966
-1,510
262
$780K 0.02%
45,900
+20,409
263
$774K 0.02%
1,023
+235
264
$770K 0.02%
4,750
+733
265
$733K 0.02%
9,726
-274
266
$728K 0.02%
1,998
+74
267
$728K 0.02%
11,008
-307
268
$721K 0.02%
8,075
+6,882
269
$716K 0.02%
3,399
+751
270
$713K 0.02%
4,711
+70
271
$702K 0.02%
6,380
+699
272
$702K 0.02%
8,661
+664
273
$692K 0.02%
1,445
+277
274
$673K 0.02%
13,121
+176
275
$664K 0.02%
3,088
+2,068
9 10
11
12 13