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
451
$171K ﹤0.01%
407
+220
452
$169K ﹤0.01%
770
+193
453
$169K ﹤0.01%
1,074
+269
454
$168K ﹤0.01%
486
+110
455
$167K ﹤0.01%
296
+77
456
$167K ﹤0.01%
807
+179
457
$166K ﹤0.01%
943
-229
458
$166K ﹤0.01%
2,811
+636
459
$166K ﹤0.01%
2,007
+7
460
$161K ﹤0.01%
636
+123
461
$161K ﹤0.01%
1,956
-6,387
462
$160K ﹤0.01%
3,180
-198
463
$160K ﹤0.01%
2,022
-28
464
$160K ﹤0.01%
1,294
+77
465
$159K ﹤0.01%
731
-73
466
$158K ﹤0.01%
1,072
+304
467
$158K ﹤0.01%
3,146
-306
468
$157K ﹤0.01%
251
+31
469
$157K ﹤0.01%
2,490
+87
470
$157K ﹤0.01%
1,339
-478
471
$157K ﹤0.01%
270
+147
472
$157K ﹤0.01%
616
+71
473
$155K ﹤0.01%
862
+120
474
$155K ﹤0.01%
683
+201
475
$154K ﹤0.01%
1,367
+46
17 18
19
20 21