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
426
$73K ﹤0.01%
1,494
-470
427
$73K ﹤0.01%
441
+372
428
$71K ﹤0.01%
117
+68
429
$71K ﹤0.01%
1,523
-22
430
$70K ﹤0.01%
3,261
431
$70K ﹤0.01%
873
+63
432
$70K ﹤0.01%
896
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433
$69K ﹤0.01%
1,290
+590
434
$69K ﹤0.01%
780
-250
435
$68K ﹤0.01%
2,330
+119
436
$68K ﹤0.01%
100
437
$67K ﹤0.01%
1,966
+450
438
$67K ﹤0.01%
831
-21
439
$67K ﹤0.01%
700
-150
440
$67K ﹤0.01%
466
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441
$65K ﹤0.01%
2,100
-3,600
442
$65K ﹤0.01%
232
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443
$65K ﹤0.01%
432
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444
$65K ﹤0.01%
168
+68
445
$64K ﹤0.01%
683
+179
446
$64K ﹤0.01%
1,000
447
$63K ﹤0.01%
1,220
+1,131
448
$63K ﹤0.01%
609
+443
449
$62K ﹤0.01%
386
-45
450
$61K ﹤0.01%
576
-296
16 17
18
19 20