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
426
$69K ﹤0.01%
696
-33
427
$69K ﹤0.01%
1,235
-8
428
$69K ﹤0.01%
559
+149
429
$67K ﹤0.01%
256
-38
430
$67K ﹤0.01%
774
-317
431
$67K ﹤0.01%
1,292
-19
432
$67K ﹤0.01%
561
-88
433
$66K ﹤0.01%
198
+28
434
$65K ﹤0.01%
801
-587
435
$65K ﹤0.01%
1,507
436
$65K ﹤0.01%
734
-108
437
$65K ﹤0.01%
2,290
438
$63K ﹤0.01%
815
+67
439
$61K ﹤0.01%
399
+40
440
$60K ﹤0.01%
2,666
441
$60K ﹤0.01%
453
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442
$59K ﹤0.01%
2,656
+31
443
$59K ﹤0.01%
514
-66
444
$59K ﹤0.01%
1,412
-265
445
$59K ﹤0.01%
358
-130
446
$58K ﹤0.01%
+1,347
447
$58K ﹤0.01%
223
-132
448
$57K ﹤0.01%
446
-16,976
449
$57K ﹤0.01%
250
-5
450
$57K ﹤0.01%
155
+62
16 17
18
19 20