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
551
$87K ﹤0.01%
4,441
+395
552
$87K ﹤0.01%
996
+157
553
$85.9K ﹤0.01%
695
+173
554
$85.5K ﹤0.01%
679
+189
555
$85.1K ﹤0.01%
2,544
+475
556
$84.3K ﹤0.01%
256
-4
557
$83.5K ﹤0.01%
1,629
-307
558
$82.9K ﹤0.01%
1,552
+492
559
$82.2K ﹤0.01%
863
+132
560
$81.9K ﹤0.01%
916
+201
561
$81.1K ﹤0.01%
171
-5
562
$79.9K ﹤0.01%
2,272
+598
563
$79.8K ﹤0.01%
469
+121
564
$79.2K ﹤0.01%
302
+76
565
$76.9K ﹤0.01%
1,629
+317
566
$76.8K ﹤0.01%
3,831
+327
567
$76.1K ﹤0.01%
854
+74
568
$75.8K ﹤0.01%
1,380
-146
569
$74.3K ﹤0.01%
250
+13
570
$72.7K ﹤0.01%
247
+21
571
$72.7K ﹤0.01%
199
+47
572
$71.6K ﹤0.01%
461
+76
573
$71.5K ﹤0.01%
2,494
+597
574
$70.5K ﹤0.01%
512
+155
575
$70.1K ﹤0.01%
311
+62
21 22
23
24 25