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
276
$661K 0.02%
3,791
+1,210
277
$645K 0.02%
4,566
-342
278
$624K 0.02%
32,645
+3,305
279
$623K 0.02%
1,149
-33
280
$620K 0.02%
1,412
+210
281
$615K 0.02%
+12,669
282
$612K 0.02%
1
283
$610K 0.02%
1,181
+13
284
$608K 0.02%
2,687
-38
285
$608K 0.02%
3,822
-342
286
$607K 0.02%
12,849
287
$606K 0.02%
3,486
-341
288
$593K 0.02%
14,011
-1,513
289
$592K 0.02%
5,663
-561
290
$585K 0.02%
23,685
-6,624
291
$579K 0.02%
2,426
+125
292
$564K 0.02%
3,195
-77
293
$558K 0.02%
4,835
-5,388
294
$558K 0.02%
354
-23
295
$550K 0.02%
+5,719
296
$549K 0.02%
2,557
+120
297
$546K 0.02%
10,084
-185
298
$524K 0.02%
23,213
+21,732
299
$522K 0.02%
2,203
-2,639
300
$508K 0.02%
2,789
+271
10 11
12
13 14