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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$18K ﹤0.01%
506
+346
602
$18K ﹤0.01%
470
-41
603
$18K ﹤0.01%
230
+18
604
$18K ﹤0.01%
213
+121
605
$18K ﹤0.01%
503
+205
606
$18K ﹤0.01%
112
+4
607
$18K ﹤0.01%
1,056
+56
608
$18K ﹤0.01%
108
609
$18K ﹤0.01%
45
610
$18K ﹤0.01%
43
+20
611
$18K ﹤0.01%
700
+453
612
$18K ﹤0.01%
9,300
613
$18K ﹤0.01%
2,405
614
$17K ﹤0.01%
218
-80
615
$17K ﹤0.01%
150
616
$17K ﹤0.01%
293
-510
617
$17K ﹤0.01%
102
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618
$17K ﹤0.01%
227
+125
619
$17K ﹤0.01%
524
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620
$17K ﹤0.01%
574
+218
621
$17K ﹤0.01%
255
+5
622
$17K ﹤0.01%
67
+4
623
$17K ﹤0.01%
31
-4
624
$17K ﹤0.01%
105
+5
625
$17K ﹤0.01%
303
+105
23 24
25
26 27