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
551
$100K ﹤0.01%
+2,565
552
$99.1K ﹤0.01%
301
+24
553
$98.7K ﹤0.01%
865
+174
554
$98.6K ﹤0.01%
1,500
-245
555
$98.6K ﹤0.01%
3,187
+816
556
$98.2K ﹤0.01%
1,122
+815
557
$98K ﹤0.01%
660
+196
558
$97.8K ﹤0.01%
1,878
+189
559
$97.3K ﹤0.01%
264
+60
560
$97K ﹤0.01%
1,619
+202
561
$96.1K ﹤0.01%
974
+33
562
$95.4K ﹤0.01%
2,385
563
$95.1K ﹤0.01%
780
-154
564
$95.1K ﹤0.01%
1,569
-761
565
$94.4K ﹤0.01%
1,903
566
$94K ﹤0.01%
1,958
+359
567
$93.7K ﹤0.01%
2,007
-996
568
$93.1K ﹤0.01%
7,495
+1,560
569
$92.7K ﹤0.01%
1,054
+83
570
$91.5K ﹤0.01%
393
+39
571
$91.1K ﹤0.01%
1,071
-365
572
$91K ﹤0.01%
261
+47
573
$90.4K ﹤0.01%
1,165
-5
574
$90.4K ﹤0.01%
1,100
-400
575
$89.9K ﹤0.01%
492
+220
21 22
23
24 25