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
351
$379K 0.01%
22,635
-1,430
352
$376K 0.01%
2,376
-987
353
$371K 0.01%
5,597
+822
354
$369K 0.01%
2,406
+297
355
$369K 0.01%
4,601
-215
356
$369K 0.01%
670
+96
357
$358K 0.01%
15,768
+6,964
358
$356K 0.01%
6,914
+4,976
359
$352K 0.01%
7,200
360
$350K 0.01%
4,029
+219
361
$346K 0.01%
250
+92
362
$335K 0.01%
992
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363
$334K 0.01%
1,263
+100
364
$330K 0.01%
3,389
+641
365
$328K 0.01%
3,813
-140
366
$325K 0.01%
8,689
+4,212
367
$320K 0.01%
951
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368
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4,719
+1,381
369
$316K 0.01%
320
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370
$316K 0.01%
791
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371
$314K 0.01%
7,840
-3,045
372
$309K 0.01%
3,365
-863
373
$306K 0.01%
2,965
+758
374
$304K 0.01%
4,129
-440
375
$303K 0.01%
4,778
-256
13 14
15
16 17