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
551
$25K ﹤0.01%
247
+172
552
$24K ﹤0.01%
169
+116
553
$24K ﹤0.01%
101
+82
554
$23K ﹤0.01%
220
+117
555
$23K ﹤0.01%
1,251
+15
556
$23K ﹤0.01%
376
557
$23K ﹤0.01%
+25
558
$23K ﹤0.01%
1,258
559
$23K ﹤0.01%
127
+78
560
$22K ﹤0.01%
518
-86
561
$22K ﹤0.01%
200
562
$22K ﹤0.01%
668
-138
563
$22K ﹤0.01%
390
+180
564
$22K ﹤0.01%
+725
565
$22K ﹤0.01%
162
566
$22K ﹤0.01%
69
+26
567
$21K ﹤0.01%
+1,000
568
$21K ﹤0.01%
86
569
$21K ﹤0.01%
47
+35
570
$21K ﹤0.01%
+707
571
$21K ﹤0.01%
450
572
$21K ﹤0.01%
424
-105
573
$21K ﹤0.01%
1,000
574
$20K ﹤0.01%
130
+68
575
$20K ﹤0.01%
28
+22
21 22
23
24 25