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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$274K 0.01%
6,376
+88
327
$267K 0.01%
12,050
-447,626
328
$253K 0.01%
+9,857
329
$253K 0.01%
3,089
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330
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331
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9,205
-43
332
$242K 0.01%
8,892
-43
333
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5,465
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334
$240K 0.01%
8,577
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1,795
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336
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337
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338
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2,716
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339
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715
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340
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7,196
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628
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514
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344
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2,049
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345
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1,443
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851
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347
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7,858
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348
$167K 0.01%
3,861
349
$165K 0.01%
1,172
-4
350
$162K 0.01%
34,813
+4,334
12 13
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