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
301
$503K 0.02%
2,039
-176
302
$495K 0.02%
7,804
+831
303
$492K 0.01%
1,648
+115
304
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4,482
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305
$484K 0.01%
11,171
-1,212
306
$471K 0.01%
1,058
+128
307
$466K 0.01%
994
+131
308
$460K 0.01%
4,935
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309
$455K 0.01%
5,153
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310
$452K 0.01%
8,344
+3,693
311
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7,913
-1,198
312
$443K 0.01%
3,371
+708
313
$434K 0.01%
4,080
+410
314
$433K 0.01%
4,240
-29,164
315
$432K 0.01%
5,291
-4,563
316
$427K 0.01%
5,790
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317
$425K 0.01%
2,046
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318
$424K 0.01%
2,350
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319
$420K 0.01%
7,054
+6,784
320
$411K 0.01%
6,094
+848
321
$410K 0.01%
23,696
+456
322
$409K 0.01%
701
+14
323
$405K 0.01%
15,354
+220
324
$403K 0.01%
3,634
-50
325
$401K 0.01%
1,073
+588
11 12
13
14 15