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
476
$45K ﹤0.01%
+880
477
$44K ﹤0.01%
1,429
+24
478
$44K ﹤0.01%
604
-5
479
$44K ﹤0.01%
936
480
$43K ﹤0.01%
793
-193
481
$43K ﹤0.01%
905
+297
482
$43K ﹤0.01%
478
-504
483
$43K ﹤0.01%
1,812
+1,020
484
$42K ﹤0.01%
675
+18
485
$42K ﹤0.01%
1,064
+461
486
$42K ﹤0.01%
1,956
487
$42K ﹤0.01%
1,590
488
$41K ﹤0.01%
441
+11
489
$41K ﹤0.01%
430
-99
490
$41K ﹤0.01%
500
491
$41K ﹤0.01%
1,046
-188
492
$41K ﹤0.01%
396
-336
493
$41K ﹤0.01%
503
494
$40K ﹤0.01%
286
+136
495
$40K ﹤0.01%
91
-2
496
$39K ﹤0.01%
928
+705
497
$38K ﹤0.01%
1,067
498
$38K ﹤0.01%
546
499
$37K ﹤0.01%
389
-1,026
500
$36K ﹤0.01%
110
+46
18 19
20
21 22