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
401
$243K 0.01%
2,897
+191
402
$242K 0.01%
1,400
+36
403
$240K 0.01%
1,402
+201
404
$240K 0.01%
2,511
+93
405
$239K 0.01%
8,381
+816
406
$237K 0.01%
552
+51
407
$236K 0.01%
1,151
-40
408
$236K 0.01%
421
+80
409
$235K 0.01%
1,194
-228
410
$235K 0.01%
1,705
+267
411
$235K 0.01%
2,906
+1,132
412
$231K 0.01%
801
-635
413
$231K 0.01%
2,452
-599
414
$231K 0.01%
1,150
+245
415
$229K 0.01%
3,060
+263
416
$228K 0.01%
8,150
-2,320
417
$225K 0.01%
1,356
+165
418
$224K 0.01%
4,068
+279
419
$223K 0.01%
872
-100
420
$213K 0.01%
2,451
+108
421
$212K 0.01%
1,411
+324
422
$208K 0.01%
9,857
423
$203K 0.01%
1,600
424
$203K 0.01%
8,466
+2,574
425
$201K 0.01%
2,472
-2,553
15 16
17
18 19