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
376
$302K 0.01%
3,823
-154
377
$299K 0.01%
1,509
+12
378
$294K 0.01%
5,244
+1,144
379
$292K 0.01%
1,135
380
$290K 0.01%
1,439
-147
381
$290K 0.01%
1,275
+88
382
$288K 0.01%
1,688
+1,008
383
$286K 0.01%
12,419
+402
384
$286K 0.01%
2,130
-1,120
385
$282K 0.01%
1,951
+84
386
$281K 0.01%
2,869
+50
387
$276K 0.01%
592
+124
388
$276K 0.01%
1,367
+73
389
$276K 0.01%
1,601
+151
390
$271K 0.01%
3,605
-127
391
$271K 0.01%
2,483
+178
392
$268K 0.01%
2,228
+146
393
$266K 0.01%
2,102
394
$260K 0.01%
3,357
+241
395
$258K 0.01%
6,660
+1,660
396
$256K 0.01%
1,971
+92
397
$255K 0.01%
1,790
+63
398
$254K 0.01%
3,684
+98
399
$249K 0.01%
895
+146
400
$243K 0.01%
10,293
+304
14 15
16
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