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
576
$70K ﹤0.01%
780
+119
577
$69.7K ﹤0.01%
1,999
+216
578
$68.9K ﹤0.01%
900
-35
579
$68.6K ﹤0.01%
1,294
+100
580
$68K ﹤0.01%
741
+405
581
$67.8K ﹤0.01%
333
+26
582
$67.6K ﹤0.01%
805
+151
583
$67.6K ﹤0.01%
917
+196
584
$67.4K ﹤0.01%
41
585
$67.3K ﹤0.01%
1,116
+132
586
$67.2K ﹤0.01%
184
+35
587
$66.5K ﹤0.01%
233
+23
588
$66.4K ﹤0.01%
1,106
+153
589
$66.1K ﹤0.01%
606
-292
590
$65.5K ﹤0.01%
461
-262
591
$65K ﹤0.01%
1,147
-387
592
$64.8K ﹤0.01%
607
+48
593
$64.5K ﹤0.01%
1,231
+253
594
$64.5K ﹤0.01%
242
+43
595
$64.3K ﹤0.01%
354
+176
596
$64.3K ﹤0.01%
425
+65
597
$63.7K ﹤0.01%
1,322
+256
598
$62.8K ﹤0.01%
3,596
+1,179
599
$62.7K ﹤0.01%
195
+67
600
$62.6K ﹤0.01%
2,350
+196
22 23
24
25 26