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
401
$202K 0.01%
1,941
+201
402
$202K 0.01%
2,720
+252
403
$201K 0.01%
17,425
404
$198K 0.01%
3,479
405
$196K 0.01%
1,543
-76
406
$195K 0.01%
3,988
-30,369
407
$194K 0.01%
1,930
+1,750
408
$192K 0.01%
2,996
-2,455
409
$192K 0.01%
+3,322
410
$189K 0.01%
1,421
+72
411
$184K 0.01%
2,419
-5
412
$184K 0.01%
1,786
+190
413
$183K 0.01%
1,146
+120
414
$182K 0.01%
2,461
-723
415
$182K 0.01%
2,883
+649
416
$182K 0.01%
3,696
+3,375
417
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1,188
+129
418
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7,790
419
$175K 0.01%
416
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420
$175K 0.01%
2,236
-949
421
$174K 0.01%
212
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422
$173K 0.01%
1,192
+249
423
$173K 0.01%
4,640
+3,127
424
$171K 0.01%
+999
425
$168K 0.01%
2,137
-340
15 16
17
18 19