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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$30K ﹤0.01%
856
-144
527
$30K ﹤0.01%
250
-59
528
$30K ﹤0.01%
275
529
$29K ﹤0.01%
316
+145
530
$29K ﹤0.01%
286
+7
531
$29K ﹤0.01%
129
-6
532
$29K ﹤0.01%
900
+839
533
$29K ﹤0.01%
1,260
+770
534
$29K ﹤0.01%
526
535
$28K ﹤0.01%
624
-429
536
$28K ﹤0.01%
205
+5
537
$28K ﹤0.01%
1,431
+60
538
$28K ﹤0.01%
1,759
539
$28K ﹤0.01%
+600
540
$27K ﹤0.01%
191
-14
541
$27K ﹤0.01%
212
+52
542
$27K ﹤0.01%
176
+12
543
$27K ﹤0.01%
80
-94
544
$27K ﹤0.01%
537
+273
545
$27K ﹤0.01%
244
+206
546
$26K ﹤0.01%
403
+220
547
$26K ﹤0.01%
570
+23
548
$26K ﹤0.01%
+461
549
$25K ﹤0.01%
1,800
550
$25K ﹤0.01%
429
-13
20 21
22
23 24