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
426
$167K 0.01%
1,186
+133
427
$166K 0.01%
119
+8
428
$165K 0.01%
1,249
+560
429
$162K ﹤0.01%
720
-247
430
$162K ﹤0.01%
332
+18
431
$160K ﹤0.01%
596
+131
432
$157K ﹤0.01%
2,619
+796
433
$153K ﹤0.01%
1,328
+92
434
$153K ﹤0.01%
2,178
+363
435
$152K ﹤0.01%
1,381
+124
436
$151K ﹤0.01%
1,154
+300
437
$151K ﹤0.01%
233
+41
438
$148K ﹤0.01%
662
-105
439
$147K ﹤0.01%
3,091
+422
440
$146K ﹤0.01%
499
+19
441
$146K ﹤0.01%
1,494
+159
442
$144K ﹤0.01%
1,080
+27
443
$144K ﹤0.01%
7,908
+523
444
$143K ﹤0.01%
2,011
-27
445
$142K ﹤0.01%
2,460
-2,544
446
$142K ﹤0.01%
+1,262
447
$141K ﹤0.01%
1,820
+217
448
$141K ﹤0.01%
1,964
449
$141K ﹤0.01%
603
+217
450
$140K ﹤0.01%
765
+550
16 17
18
19 20