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
501
$112K ﹤0.01%
696
+156
502
$112K ﹤0.01%
1,500
-115
503
$112K ﹤0.01%
299
+166
504
$110K ﹤0.01%
2,032
+273
505
$110K ﹤0.01%
851
+218
506
$109K ﹤0.01%
1,700
-1,384
507
$109K ﹤0.01%
843
+53
508
$108K ﹤0.01%
838
+153
509
$107K ﹤0.01%
832
510
$107K ﹤0.01%
2,960
+1,278
511
$107K ﹤0.01%
685
+91
512
$106K ﹤0.01%
803
+205
513
$106K ﹤0.01%
+2,032
514
$105K ﹤0.01%
415
+101
515
$105K ﹤0.01%
1,729
+213
516
$104K ﹤0.01%
744
+219
517
$103K ﹤0.01%
3,378
+134
518
$103K ﹤0.01%
1,513
+383
519
$103K ﹤0.01%
752
+39
520
$103K ﹤0.01%
767
521
$102K ﹤0.01%
1,250
+110
522
$101K ﹤0.01%
3,900
-243
523
$99.9K ﹤0.01%
905
-1,500
524
$99.3K ﹤0.01%
1,826
-3
525
$98.2K ﹤0.01%
4,943
+324
19 20
21
22 23