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
601
$17K ﹤0.01%
497
602
$17K ﹤0.01%
515
+36
603
$17K ﹤0.01%
252
+139
604
$16K ﹤0.01%
575
+57
605
$16K ﹤0.01%
+205
606
$16K ﹤0.01%
884
+733
607
$16K ﹤0.01%
330
+305
608
$16K ﹤0.01%
815
+206
609
$16K ﹤0.01%
+90
610
$16K ﹤0.01%
917
611
$16K ﹤0.01%
603
612
$16K ﹤0.01%
236
-129
613
$16K ﹤0.01%
150
614
$16K ﹤0.01%
165
615
$15K ﹤0.01%
200
616
$15K ﹤0.01%
291
+226
617
$15K ﹤0.01%
30
+6
618
$15K ﹤0.01%
304
619
$15K ﹤0.01%
11
+10
620
$15K ﹤0.01%
342
+294
621
$15K ﹤0.01%
210
622
$15K ﹤0.01%
+145
623
$15K ﹤0.01%
482
+363
624
$14K ﹤0.01%
+399
625
$14K ﹤0.01%
54
23 24
25
26 27