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
526
$30K ﹤0.01%
688
+28
527
$29K ﹤0.01%
162
+34
528
$29K ﹤0.01%
609
529
$29K ﹤0.01%
479
+276
530
$29K ﹤0.01%
+317
531
$29K ﹤0.01%
315
532
$29K ﹤0.01%
102
533
$28K ﹤0.01%
1,248
+448
534
$27K ﹤0.01%
550
-37
535
$27K ﹤0.01%
394
+229
536
$27K ﹤0.01%
140
+42
537
$27K ﹤0.01%
252
-42
538
$26K ﹤0.01%
1,222
+196
539
$26K ﹤0.01%
306
+186
540
$26K ﹤0.01%
460
-310
541
$26K ﹤0.01%
446
+276
542
$26K ﹤0.01%
491
+285
543
$26K ﹤0.01%
247
+148
544
$25K ﹤0.01%
+1,800
545
$25K ﹤0.01%
272
546
$25K ﹤0.01%
39
-97
547
$25K ﹤0.01%
186
548
$25K ﹤0.01%
584
+64
549
$25K ﹤0.01%
+326
550
$25K ﹤0.01%
188
+79
20 21
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