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
476
$50K ﹤0.01%
+576
477
$47K ﹤0.01%
265
478
$47K ﹤0.01%
646
+238
479
$47K ﹤0.01%
779
+87
480
$47K ﹤0.01%
930
-318
481
$46K ﹤0.01%
167
+120
482
$46K ﹤0.01%
376
+276
483
$46K ﹤0.01%
750
+600
484
$46K ﹤0.01%
+422
485
$45K ﹤0.01%
1,590
486
$45K ﹤0.01%
+503
487
$45K ﹤0.01%
1,109
+93
488
$45K ﹤0.01%
1,153
489
$44K ﹤0.01%
1,177
+526
490
$44K ﹤0.01%
317
491
$43K ﹤0.01%
180
+35
492
$43K ﹤0.01%
505
+75
493
$42K ﹤0.01%
430
494
$42K ﹤0.01%
227
+48
495
$42K ﹤0.01%
106
+5
496
$42K ﹤0.01%
2,452
497
$41K ﹤0.01%
256
+176
498
$40K ﹤0.01%
375
499
$40K ﹤0.01%
154
+48
500
$39K ﹤0.01%
226
-93
18 19
20
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