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
451
$59K ﹤0.01%
344
+81
452
$59K ﹤0.01%
736
+100
453
$58K ﹤0.01%
370
454
$57K ﹤0.01%
+1,069
455
$57K ﹤0.01%
1,185
+460
456
$57K ﹤0.01%
598
+50
457
$57K ﹤0.01%
2,847
+127
458
$57K ﹤0.01%
1,114
+73
459
$57K ﹤0.01%
288
+28
460
$56K ﹤0.01%
427
+29
461
$55K ﹤0.01%
559
+161
462
$55K ﹤0.01%
+3,000
463
$55K ﹤0.01%
512
+9
464
$54K ﹤0.01%
145
+110
465
$54K ﹤0.01%
2,036
+536
466
$53K ﹤0.01%
99
+62
467
$53K ﹤0.01%
500
468
$53K ﹤0.01%
381
+57
469
$52K ﹤0.01%
1,800
470
$52K ﹤0.01%
391
-220
471
$51K ﹤0.01%
+1,168
472
$51K ﹤0.01%
840
+310
473
$50K ﹤0.01%
2,666
474
$50K ﹤0.01%
224
-12
475
$50K ﹤0.01%
156
+33
17 18
19
20 21