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
526
$97.1K ﹤0.01%
4,585
+459
527
$96.5K ﹤0.01%
651
+96
528
$96.3K ﹤0.01%
1,892
+136
529
$96K ﹤0.01%
930
+144
530
$95.9K ﹤0.01%
437
+18
531
$95.4K ﹤0.01%
647
+140
532
$95.1K ﹤0.01%
681
+152
533
$95K ﹤0.01%
583
+41
534
$94.2K ﹤0.01%
2,924
+501
535
$94.2K ﹤0.01%
793
+222
536
$93.1K ﹤0.01%
2,511
+805
537
$92.5K ﹤0.01%
1,467
+69
538
$92.2K ﹤0.01%
2,591
+617
539
$92.1K ﹤0.01%
2,725
+59
540
$91.2K ﹤0.01%
1,023
+156
541
$90.8K ﹤0.01%
2,384
+440
542
$90.7K ﹤0.01%
1,288
+354
543
$90K ﹤0.01%
2,797
+984
544
$89.8K ﹤0.01%
456
+26
545
$89.8K ﹤0.01%
3,243
+900
546
$89.8K ﹤0.01%
568
+118
547
$89.5K ﹤0.01%
1,554
-40
548
$89.2K ﹤0.01%
331
+32
549
$88.2K ﹤0.01%
874
+164
550
$87.5K ﹤0.01%
1,111
+85
20 21
22
23 24