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
351
$157K 0.01%
2,684
+20
352
$156K 0.01%
2,008
-1,217
353
$155K 0.01%
2,037
354
$154K 0.01%
3,072
+418
355
$152K 0.01%
2,630
356
$149K 0.01%
1,934
+31
357
$146K 0.01%
6,647
-497
358
$145K 0.01%
5,499
+64
359
$143K 0.01%
3,324
-66,175
360
$141K 0.01%
4,585
361
$137K 0.01%
1,775
+10
362
$137K 0.01%
1,800
-56
363
$133K 0.01%
4,163
364
$133K 0.01%
2,192
+197
365
$127K ﹤0.01%
1,165
+221
366
$126K ﹤0.01%
1,799
+28
367
$124K ﹤0.01%
2,123
-36
368
$123K ﹤0.01%
1,031
-2
369
$123K ﹤0.01%
1,781
-31
370
$120K ﹤0.01%
5,745
+241
371
$118K ﹤0.01%
1,406
+6
372
$117K ﹤0.01%
739
-533
373
$117K ﹤0.01%
1,752
+1,075
374
$116K ﹤0.01%
2,325
+512
375
$115K ﹤0.01%
659
+37
13 14
15
16 17