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
451
$138K ﹤0.01%
1,832
+570
452
$137K ﹤0.01%
901
+107
453
$135K ﹤0.01%
4,053
+1,198
454
$134K ﹤0.01%
1,528
-110
455
$134K ﹤0.01%
+2,890
456
$133K ﹤0.01%
656
+95
457
$133K ﹤0.01%
4,683
+153
458
$133K ﹤0.01%
1,702
+117
459
$132K ﹤0.01%
89
+13
460
$132K ﹤0.01%
772
+142
461
$131K ﹤0.01%
321
+44
462
$131K ﹤0.01%
672
+75
463
$130K ﹤0.01%
1,150
+221
464
$130K ﹤0.01%
808
465
$129K ﹤0.01%
1,739
+148
466
$128K ﹤0.01%
317
+96
467
$128K ﹤0.01%
881
+108
468
$127K ﹤0.01%
4,479
+1,977
469
$127K ﹤0.01%
1,395
+200
470
$126K ﹤0.01%
711
-472
471
$126K ﹤0.01%
392
+113
472
$125K ﹤0.01%
3,568
+372
473
$124K ﹤0.01%
42
+7
474
$124K ﹤0.01%
1,864
+374
475
$124K ﹤0.01%
2,431
+416
17 18
19
20 21