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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$118K 0.01%
711
377
$117K 0.01%
5,218
+151
378
$117K 0.01%
1,510
+630
379
$116K ﹤0.01%
1,765
380
$114K ﹤0.01%
13,396
381
$112K ﹤0.01%
1,858
+119
382
$112K ﹤0.01%
2,464
+699
383
$111K ﹤0.01%
418
+37
384
$111K ﹤0.01%
592
-25
385
$110K ﹤0.01%
360
+264
386
$109K ﹤0.01%
2,239
+1,234
387
$109K ﹤0.01%
1,806
-54
388
$109K ﹤0.01%
1,839
-29,404
389
$108K ﹤0.01%
234
-15
390
$108K ﹤0.01%
352
+19
391
$107K ﹤0.01%
902
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392
$107K ﹤0.01%
2,115
393
$106K ﹤0.01%
+2,247
394
$106K ﹤0.01%
1,072
395
$106K ﹤0.01%
448
-311
396
$106K ﹤0.01%
1,275
-23
397
$104K ﹤0.01%
674
+29
398
$104K ﹤0.01%
965
+314
399
$99K ﹤0.01%
2,228
+1,991
400
$99K ﹤0.01%
13,800
14 15
16
17 18