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
501
$39K ﹤0.01%
291
-214
502
$38K ﹤0.01%
82
+19
503
$38K ﹤0.01%
481
+52
504
$37K ﹤0.01%
+2,264
505
$37K ﹤0.01%
+2,006
506
$36K ﹤0.01%
45
+22
507
$36K ﹤0.01%
+546
508
$35K ﹤0.01%
312
-139
509
$35K ﹤0.01%
+1,500
510
$35K ﹤0.01%
+2,938
511
$35K ﹤0.01%
251
+67
512
$34K ﹤0.01%
430
513
$34K ﹤0.01%
988
+973
514
$34K ﹤0.01%
300
-71
515
$34K ﹤0.01%
+2,000
516
$34K ﹤0.01%
501
+168
517
$33K ﹤0.01%
458
-127
518
$33K ﹤0.01%
92
519
$33K ﹤0.01%
133
520
$32K ﹤0.01%
505
521
$32K ﹤0.01%
165
+37
522
$32K ﹤0.01%
265
+117
523
$31K ﹤0.01%
182
-26
524
$30K ﹤0.01%
694
+577
525
$30K ﹤0.01%
480
19 20
21
22 23