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
326
$472K 0.01%
1,367
+373
327
$470K 0.01%
4,741
+444
328
$468K 0.01%
3,916
-1,000
329
$468K 0.01%
920
-1
330
$465K 0.01%
7,319
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331
$462K 0.01%
8,551
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332
$452K 0.01%
7,988
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333
$444K 0.01%
4,344
+312
334
$441K 0.01%
2,509
+108
335
$435K 0.01%
5,738
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336
$434K 0.01%
7,369
+676
337
$431K 0.01%
6,368
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338
$430K 0.01%
1,409
+276
339
$426K 0.01%
2,572
-71
340
$421K 0.01%
1,699
-196
341
$419K 0.01%
8,402
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342
$417K 0.01%
5,736
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343
$416K 0.01%
3,223
-28,145
344
$416K 0.01%
109
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345
$413K 0.01%
2,830
-593
346
$404K 0.01%
594
+228
347
$396K 0.01%
651
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348
$394K 0.01%
8,565
-120
349
$391K 0.01%
8,228
-316
350
$382K 0.01%
2,676
+8
12 13
14
15 16