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
301
$612K 0.02%
10,031
+1,344
302
$609K 0.02%
7,078
+142
303
$608K 0.02%
9,267
+1,797
304
$588K 0.02%
25,090
+685
305
$587K 0.02%
1,252
+36
306
$571K 0.02%
849
+217
307
$566K 0.02%
1,184
+40
308
$562K 0.02%
2,371
-136
309
$561K 0.02%
9,864
310
$559K 0.02%
5,965
+1,778
311
$559K 0.02%
5,440
+766
312
$554K 0.02%
1,750
+70
313
$538K 0.02%
288
314
$530K 0.02%
3,833
-28
315
$518K 0.02%
10,131
-147
316
$515K 0.01%
3,687
-1,119
317
$507K 0.01%
+10,164
318
$505K 0.01%
1,162
+468
319
$502K 0.01%
1,439
+161
320
$498K 0.01%
4,145
-350
321
$496K 0.01%
4,855
+1,738
322
$482K 0.01%
28,853
+16,545
323
$477K 0.01%
4,772
-697
324
$476K 0.01%
6,076
+652
325
$473K 0.01%
1,774
+196
11 12
13
14 15