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
476
$154K ﹤0.01%
130
-39
477
$150K ﹤0.01%
1,099
+278
478
$150K ﹤0.01%
2,013
+153
479
$150K ﹤0.01%
5,126
+150
480
$147K ﹤0.01%
864
-282
481
$147K ﹤0.01%
1,548
+495
482
$147K ﹤0.01%
3,334
+427
483
$146K ﹤0.01%
2,046
-98
484
$145K ﹤0.01%
338
+9
485
$143K ﹤0.01%
1,200
+314
486
$143K ﹤0.01%
2,024
+209
487
$142K ﹤0.01%
583
+78
488
$140K ﹤0.01%
808
-446
489
$139K ﹤0.01%
12,997
-100,726
490
$139K ﹤0.01%
2,052
+492
491
$138K ﹤0.01%
1,171
+204
492
$136K ﹤0.01%
2,067
-1,116
493
$136K ﹤0.01%
851
+257
494
$135K ﹤0.01%
455
+80
495
$135K ﹤0.01%
3,948
+16
496
$134K ﹤0.01%
362
-772
497
$133K ﹤0.01%
1,037
498
$131K ﹤0.01%
3,761
-108
499
$130K ﹤0.01%
1,021
-217
500
$129K ﹤0.01%
1,013
-132
18 19
20
21 22