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
401
$98K ﹤0.01%
5,300
402
$98K ﹤0.01%
604
403
$97K ﹤0.01%
1,490
+60
404
$97K ﹤0.01%
+1,814
405
$96K ﹤0.01%
622
+614
406
$96K ﹤0.01%
710
+680
407
$95K ﹤0.01%
2,589
408
$94K ﹤0.01%
436
+410
409
$94K ﹤0.01%
1,233
+33
410
$91K ﹤0.01%
2,272
-574
411
$91K ﹤0.01%
198
+44
412
$91K ﹤0.01%
1,723
+163
413
$90K ﹤0.01%
1,193
+1,000
414
$89K ﹤0.01%
1,079
-22
415
$86K ﹤0.01%
1,776
416
$84K ﹤0.01%
418
-30
417
$83K ﹤0.01%
1,250
-1,832
418
$83K ﹤0.01%
2,250
419
$82K ﹤0.01%
291
+272
420
$81K ﹤0.01%
993
+32
421
$81K ﹤0.01%
386
422
$77K ﹤0.01%
1,388
+571
423
$75K ﹤0.01%
+1,507
424
$74K ﹤0.01%
745
-150
425
$74K ﹤0.01%
+1,000
15 16
17
18 19