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
601
$83.2K ﹤0.01%
225
+26
602
$82.8K ﹤0.01%
2,293
+100
603
$82.6K ﹤0.01%
561
+31
604
$82.5K ﹤0.01%
314
+59
605
$82.4K ﹤0.01%
1,171
+614
606
$81.7K ﹤0.01%
1,525
+783
607
$81.6K ﹤0.01%
2,383
+1,257
608
$81.5K ﹤0.01%
552
+137
609
$81.5K ﹤0.01%
900
+449
610
$81.1K ﹤0.01%
1,363
+848
611
$80.7K ﹤0.01%
805
+99
612
$80.7K ﹤0.01%
880
-38
613
$80.5K ﹤0.01%
1,631
+274
614
$80.5K ﹤0.01%
723
+77
615
$78.5K ﹤0.01%
893
+438
616
$78K ﹤0.01%
293
+70
617
$76.9K ﹤0.01%
565
+99
618
$76.6K ﹤0.01%
336
+55
619
$76K ﹤0.01%
3,310
+1,329
620
$75.6K ﹤0.01%
197
-3
621
$75.3K ﹤0.01%
2,039
+149
622
$75.2K ﹤0.01%
601
+60
623
$75.2K ﹤0.01%
891
-117
624
$74.7K ﹤0.01%
839
+127
625
$74.2K ﹤0.01%
664
-54
23 24
25
26 27