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
451
$56K ﹤0.01%
1,069
452
$56K ﹤0.01%
257
+24
453
$56K ﹤0.01%
580
-476
454
$55K ﹤0.01%
788
+109
455
$55K ﹤0.01%
365
+71
456
$55K ﹤0.01%
1,520
-26
457
$54K ﹤0.01%
1,269
+69
458
$54K ﹤0.01%
603
459
$54K ﹤0.01%
+1,561
460
$53K ﹤0.01%
535
+34
461
$53K ﹤0.01%
426
462
$53K ﹤0.01%
+1,518
463
$53K ﹤0.01%
391
-176
464
$52K ﹤0.01%
1,800
465
$51K ﹤0.01%
3,933
466
$51K ﹤0.01%
856
-614
467
$50K ﹤0.01%
2,485
+33
468
$49K ﹤0.01%
210
+100
469
$49K ﹤0.01%
265
470
$49K ﹤0.01%
303
-210
471
$48K ﹤0.01%
110
+5
472
$47K ﹤0.01%
422
473
$46K ﹤0.01%
92
-3
474
$45K ﹤0.01%
352
+331
475
$45K ﹤0.01%
164
-50
17 18
19
20 21