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
326
$241K 0.01%
11,070
-1,100
327
$239K 0.01%
17,577
-910
328
$238K 0.01%
9,857
329
$237K 0.01%
1,466
+437
330
$229K 0.01%
2,779
+894
331
$227K 0.01%
2,169
+24
332
$215K 0.01%
40,516
+1,572
333
$213K 0.01%
1,558
-237
334
$210K 0.01%
507
-9,839
335
$205K 0.01%
1,561
-7
336
$204K 0.01%
896
-72
337
$199K 0.01%
623
+102
338
$196K 0.01%
5,335
-291
339
$194K 0.01%
1,706
-49,482
340
$192K 0.01%
569
+80
341
$189K 0.01%
6,143
-110
342
$188K 0.01%
5,117
-53
343
$181K 0.01%
1,990
-15,181
344
$179K 0.01%
7,858
345
$178K 0.01%
3,667
-964
346
$172K 0.01%
688
-15
347
$169K 0.01%
1,600
348
$164K 0.01%
961
-117
349
$163K 0.01%
3,490
-35
350
$158K 0.01%
1,844
+2
12 13
14
15 16