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
601
$62.3K ﹤0.01%
124
+42
602
$61.7K ﹤0.01%
831
+140
603
$61.5K ﹤0.01%
456
+116
604
$61.4K ﹤0.01%
615
605
$61.3K ﹤0.01%
1,379
+158
606
$61.2K ﹤0.01%
1,009
+258
607
$60.8K ﹤0.01%
781
+237
608
$60.8K ﹤0.01%
876
609
$59.4K ﹤0.01%
435
-69
610
$59.3K ﹤0.01%
+1,173
611
$58.9K ﹤0.01%
780
+66
612
$58.6K ﹤0.01%
1,000
613
$58.3K ﹤0.01%
664
+26
614
$58.2K ﹤0.01%
5,477
-675
615
$57.9K ﹤0.01%
1,006
+140
616
$57.3K ﹤0.01%
2,916
+358
617
$56.4K ﹤0.01%
761
+167
618
$56.2K ﹤0.01%
543
-1
619
$56.1K ﹤0.01%
251
620
$56.1K ﹤0.01%
176
+20
621
$55.8K ﹤0.01%
403
-37
622
$55.4K ﹤0.01%
1,498
+434
623
$54.8K ﹤0.01%
464
+346
624
$54.6K ﹤0.01%
1,908
-41
625
$54.3K ﹤0.01%
140
+34
23 24
25
26 27