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
576
$89.6K ﹤0.01%
763
-105
577
$89.5K ﹤0.01%
10,698
-52,795
578
$89.2K ﹤0.01%
2,178
-509
579
$89K ﹤0.01%
5,183
+1,203
580
$89K ﹤0.01%
2,926
-197
581
$88.8K ﹤0.01%
714
+4
582
$88.4K ﹤0.01%
419
-499
583
$88.1K ﹤0.01%
1,651
+50
584
$87.8K ﹤0.01%
45
-11
585
$87.7K ﹤0.01%
5,686
+881
586
$87.7K ﹤0.01%
2,585
+2,121
587
$87.7K ﹤0.01%
1,032
-234
588
$87.6K ﹤0.01%
911
-132
589
$87.3K ﹤0.01%
1,368
+53
590
$86.4K ﹤0.01%
1,669
+252
591
$86K ﹤0.01%
581
+44
592
$85.7K ﹤0.01%
976
+238
593
$85.6K ﹤0.01%
534
+86
594
$85.5K ﹤0.01%
323
+135
595
$85K ﹤0.01%
557
+63
596
$85K ﹤0.01%
396
-82
597
$84.4K ﹤0.01%
2,710
+48
598
$84K ﹤0.01%
7,524
+1,237
599
$83.9K ﹤0.01%
774
+125
600
$83.7K ﹤0.01%
144
+9
22 23
24
25 26