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
376
$114K ﹤0.01%
2,120
+390
377
$113K ﹤0.01%
3,580
+7
378
$111K ﹤0.01%
2,206
-164,528
379
$110K ﹤0.01%
1,145
+15
380
$108K ﹤0.01%
+170
381
$106K ﹤0.01%
13,396
382
$105K ﹤0.01%
1,040
-41
383
$105K ﹤0.01%
1,863
+12
384
$104K ﹤0.01%
366
+9
385
$103K ﹤0.01%
455
-5
386
$103K ﹤0.01%
1,098
-52,130
387
$102K ﹤0.01%
615
-70
388
$101K ﹤0.01%
1,330
-5
389
$101K ﹤0.01%
1,435
+11
390
$101K ﹤0.01%
5,408
+1,208
391
$99K ﹤0.01%
3,949
+88
392
$99K ﹤0.01%
668
+18
393
$99K ﹤0.01%
668
+403
394
$98K ﹤0.01%
707
+356
395
$96K ﹤0.01%
2,095
-8
396
$96K ﹤0.01%
1,681
+225
397
$95K ﹤0.01%
825
398
$95K ﹤0.01%
4,086
-125
399
$94K ﹤0.01%
1,336
+15
400
$91K ﹤0.01%
1,101
+134
14 15
16
17 18