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
501
$129K ﹤0.01%
2,356
+2,061
502
$128K ﹤0.01%
856
+192
503
$128K ﹤0.01%
4,461
-297
504
$128K ﹤0.01%
2,411
+370
505
$127K ﹤0.01%
1,107
+114
506
$127K ﹤0.01%
2,092
+169
507
$127K ﹤0.01%
2,215
-56
508
$127K ﹤0.01%
523
-3
509
$126K ﹤0.01%
12,528
-211,144
510
$124K ﹤0.01%
2,326
+607
511
$123K ﹤0.01%
3,084
+149
512
$121K ﹤0.01%
2,856
-10,588
513
$120K ﹤0.01%
356
+19
514
$120K ﹤0.01%
1,741
+37
515
$116K ﹤0.01%
950
516
$115K ﹤0.01%
3,531
+887
517
$115K ﹤0.01%
562
+137
518
$114K ﹤0.01%
1,670
-396
519
$114K ﹤0.01%
505
-35
520
$114K ﹤0.01%
630
+56
521
$114K ﹤0.01%
791
+686
522
$114K ﹤0.01%
2,437
523
$113K ﹤0.01%
596
+99
524
$113K ﹤0.01%
1,724
+248
525
$113K ﹤0.01%
341
+113
19 20
21
22 23