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
526
$112K ﹤0.01%
1,203
-382
527
$111K ﹤0.01%
566
+1
528
$111K ﹤0.01%
6,671
529
$111K ﹤0.01%
1,578
+329
530
$111K ﹤0.01%
1,826
531
$110K ﹤0.01%
1,770
+429
532
$109K ﹤0.01%
788
+195
533
$109K ﹤0.01%
1,084
-1,100
534
$109K ﹤0.01%
683
+52
535
$108K ﹤0.01%
1,316
+166
536
$108K ﹤0.01%
1,799
-1,122
537
$107K ﹤0.01%
1,340
-136
538
$106K ﹤0.01%
1,164
+519
539
$106K ﹤0.01%
509
+90
540
$106K ﹤0.01%
2,817
+430
541
$106K ﹤0.01%
2,420
+441
542
$105K ﹤0.01%
767
543
$104K ﹤0.01%
4,794
+457
544
$104K ﹤0.01%
2,690
+69
545
$104K ﹤0.01%
1,157
+134
546
$103K ﹤0.01%
1,430
+767
547
$103K ﹤0.01%
5,077
-620
548
$102K ﹤0.01%
1,072
+370
549
$101K ﹤0.01%
1,935
550
$101K ﹤0.01%
1,829
+327
20 21
22
23 24