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
426
$201K 0.01%
2,500
+24
427
$200K 0.01%
2,491
-114
428
$200K 0.01%
3,107
+384
429
$199K 0.01%
1,464
+13
430
$199K 0.01%
851
+131
431
$196K 0.01%
2,016
+215
432
$196K 0.01%
3,479
433
$196K 0.01%
5,168
-27,145
434
$195K 0.01%
1,686
+576
435
$193K 0.01%
798
+70
436
$193K 0.01%
1,434
+8
437
$191K 0.01%
6,236
+1,010
438
$189K 0.01%
4,206
-47
439
$188K 0.01%
102
+15
440
$187K 0.01%
815
+229
441
$185K 0.01%
4,019
+354
442
$185K 0.01%
1,415
+374
443
$184K 0.01%
350
+88
444
$184K 0.01%
2,733
-439
445
$180K 0.01%
6,510
+2,065
446
$178K 0.01%
2,333
+472
447
$176K 0.01%
1,210
+134
448
$175K 0.01%
1,195
+48
449
$175K 0.01%
2,834
+423
450
$172K 0.01%
1,672
-174
16 17
18
19 20