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
401
$90K ﹤0.01%
359
+165
402
$90K ﹤0.01%
297
-44
403
$89K ﹤0.01%
2,589
404
$89K ﹤0.01%
1,504
-352
405
$87K ﹤0.01%
555
-590
406
$86K ﹤0.01%
2,250
407
$85K ﹤0.01%
1,709
+429
408
$82K ﹤0.01%
209
+163
409
$82K ﹤0.01%
1,530
-82
410
$81K ﹤0.01%
1,000
411
$80K ﹤0.01%
1,790
+117
412
$79K ﹤0.01%
934
+227
413
$78K ﹤0.01%
+2,261
414
$78K ﹤0.01%
390
+4
415
$77K ﹤0.01%
442
+36
416
$76K ﹤0.01%
1,000
+50
417
$76K ﹤0.01%
1,120
-10
418
$76K ﹤0.01%
478
+453
419
$76K ﹤0.01%
2,400
-1,350
420
$76K ﹤0.01%
2,020
+122
421
$75K ﹤0.01%
638
+130
422
$73K ﹤0.01%
451
-449
423
$73K ﹤0.01%
249
-4
424
$73K ﹤0.01%
542
-405
425
$72K ﹤0.01%
656
-173
15 16
17
18 19