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
276
$768K 0.02%
9,027
-686
277
$760K 0.02%
28,609
-2,005
278
$749K 0.02%
6,064
+229
279
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5,044
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280
$736K 0.02%
18,068
-1,085
281
$727K 0.02%
2,984
-449
282
$711K 0.02%
6,734
+100
283
$708K 0.02%
26,542
+864
284
$707K 0.02%
111,035
285
$704K 0.02%
15,958
-443
286
$703K 0.02%
20,112
-3,005
287
$699K 0.02%
2,469
+540
288
$696K 0.02%
4,078
+1,162
289
$682K 0.02%
60,819
+18,190
290
$676K 0.02%
13,011
+5,213
291
$675K 0.02%
17,646
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292
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22,807
-883
293
$669K 0.02%
820
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294
$661K 0.02%
12,781
+6,092
295
$650K 0.02%
7,704
+2,642
296
$639K 0.02%
9,006
+601
297
$638K 0.02%
6,325
+940
298
$633K 0.02%
9,328
+332
299
$622K 0.02%
1,256
+268
300
$615K 0.02%
3,122
+82
10 11
12
13 14