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
376
$245K 0.01%
1,123
+233
377
$245K 0.01%
3,692
-448
378
$243K 0.01%
2,500
+2,100
379
$243K 0.01%
2,889
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380
$242K 0.01%
736
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381
$235K 0.01%
9,943
-5,007
382
$234K 0.01%
9,182
+512
383
$229K 0.01%
2,616
+520
384
$228K 0.01%
5,971
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385
$224K 0.01%
3,767
+236
386
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2,275
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387
$219K 0.01%
3,442
+47
388
$216K 0.01%
169
+36
389
$214K 0.01%
+4,000
390
$213K 0.01%
857
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391
$213K 0.01%
3,208
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392
$211K 0.01%
3,900
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393
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994
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394
$208K 0.01%
9,857
395
$208K 0.01%
970
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396
$206K 0.01%
4,949
-232
397
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2,549
+220
398
$204K 0.01%
1,600
399
$204K 0.01%
1,175
+92
400
$203K 0.01%
5,110
-218
14 15
16
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