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
276
$518K 0.02%
26,731
+202
277
$515K 0.02%
1,338
-228
278
$514K 0.02%
1,419
+44
279
$510K 0.02%
8,971
+1,702
280
$509K 0.02%
3,067
-85
281
$509K 0.02%
11,204
-10,220
282
$506K 0.02%
+3,585
283
$503K 0.02%
2,519
-103
284
$499K 0.02%
6,226
-12
285
$490K 0.02%
6,664
+53
286
$488K 0.02%
8,498
-17
287
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24,371
-844
288
$452K 0.02%
20,030
+1,039
289
$450K 0.02%
4,482
-23,436
290
$446K 0.02%
2,330
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291
$444K 0.02%
4,412
+11
292
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4,045
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293
$442K 0.02%
8,010
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294
$441K 0.02%
3,352
-103
295
$439K 0.02%
21,375
+941
296
$436K 0.02%
2,086
-332
297
$427K 0.02%
1,538
-254
298
$423K 0.02%
5,070
-93
299
$417K 0.02%
3,418
-14
300
$409K 0.02%
3,664
-142
10 11
12
13 14