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
$3.3B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.3M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$3.82M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$13.5M
2
+$6.11M
3
+$5.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.14M
5
TXN icon
Texas Instruments
TXN
+$5.08M

Sector Composition

1 Technology 22.25%
2 Financials 9.64%
3 Consumer Discretionary 8.33%
4 Healthcare 7.91%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$302K 0.01%
335
+22
352
$285K 0.01%
2,302
+371
353
$283K 0.01%
1,608
+126
354
$282K 0.01%
2,042
+1,048
355
$280K 0.01%
3,431
+232
356
$280K 0.01%
2,030
+30
357
$273K 0.01%
2,821
+2,461
358
$269K 0.01%
1,023
+271
359
$268K 0.01%
6,447
+226
360
$265K 0.01%
1,038
-219
361
$265K 0.01%
1,324
+163
362
$265K 0.01%
4,202
+1,078
363
$264K 0.01%
4,987
+65
364
$260K 0.01%
4,158
+758
365
$260K 0.01%
1,892
+1,530
366
$259K 0.01%
998
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367
$258K 0.01%
2,100
368
$254K 0.01%
1,392
+9
369
$253K 0.01%
+5,000
370
$252K 0.01%
+9,500
371
$251K 0.01%
1,504
-284
372
$249K 0.01%
1,357
+229
373
$249K 0.01%
3,223
+725
374
$247K 0.01%
7,662
-559
375
$246K 0.01%
4,157
+349
13 14
15
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