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
301
$401K 0.02%
7,080
-200
302
$393K 0.01%
3,873
-2,158
303
$390K 0.01%
2,624
-107
304
$385K 0.01%
4,930
-719
305
$372K 0.01%
5,581
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306
$366K 0.01%
3,472
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307
$359K 0.01%
4,468
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308
$357K 0.01%
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-53
309
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12,995
-3,522
310
$344K 0.01%
1,377
-336
311
$342K 0.01%
1,640
312
$336K 0.01%
27,025
-1,213
313
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1,959
-92
314
$328K 0.01%
5,060
+11
315
$320K 0.01%
9,100
316
$311K 0.01%
1,309
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317
$301K 0.01%
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318
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2,990
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319
$276K 0.01%
1,079
320
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3,973
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321
$272K 0.01%
945
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322
$259K 0.01%
907
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323
$258K 0.01%
17,341
+84
324
$245K 0.01%
1,356
-56
325
$242K 0.01%
4,816
-264
11 12
13
14 15