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
251
$956K 0.03%
33,791
+828
252
$938K 0.03%
2,234
-11
253
$926K 0.03%
3,019
-258
254
$923K 0.03%
8,386
+49
255
$893K 0.03%
5,912
-17
256
$892K 0.03%
2,918
+207
257
$890K 0.03%
7,431
258
$856K 0.02%
21,910
-1,010
259
$852K 0.02%
7,606
+1,575
260
$850K 0.02%
4,382
-313
261
$840K 0.02%
38,641
+20,524
262
$833K 0.02%
1,789
+214
263
$832K 0.02%
1,811
+70
264
$831K 0.02%
38,575
265
$827K 0.02%
4,003
266
$825K 0.02%
43,431
-7,974
267
$820K 0.02%
4,585
+185
268
$819K 0.02%
8,587
+263
269
$808K 0.02%
15,422
+503
270
$803K 0.02%
8,758
+255
271
$800K 0.02%
4,250
+1,633
272
$798K 0.02%
1
273
$790K 0.02%
2,740
+657
274
$783K 0.02%
3,031
+80
275
$775K 0.02%
10,142
-1,045
9 10
11
12 13