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
476
$124K ﹤0.01%
3,936
+292
477
$123K ﹤0.01%
1,228
+424
478
$123K ﹤0.01%
507
+70
479
$123K ﹤0.01%
2,505
+492
480
$122K ﹤0.01%
1,854
-165
481
$122K ﹤0.01%
1,320
+120
482
$121K ﹤0.01%
1,347
+120
483
$120K ﹤0.01%
4,074
+650
484
$120K ﹤0.01%
3,476
+605
485
$119K ﹤0.01%
2,067
+836
486
$119K ﹤0.01%
1,675
-390
487
$118K ﹤0.01%
481
+10
488
$118K ﹤0.01%
7,202
-372
489
$118K ﹤0.01%
245
+6
490
$117K ﹤0.01%
2,470
+849
491
$116K ﹤0.01%
+4,000
492
$116K ﹤0.01%
2,020
+272
493
$115K ﹤0.01%
974
+8
494
$115K ﹤0.01%
+2,055
495
$115K ﹤0.01%
494
+161
496
$114K ﹤0.01%
6,452
497
$114K ﹤0.01%
1,070
+298
498
$113K ﹤0.01%
950
-587
499
$113K ﹤0.01%
+365
500
$112K ﹤0.01%
1,143
+145
18 19
20
21 22