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
626
$14K ﹤0.01%
100
627
$14K ﹤0.01%
456
+46
628
$14K ﹤0.01%
333
+43
629
– –
0
630
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66
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631
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632
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345
633
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634
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+76
635
$14K ﹤0.01%
78
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636
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126
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637
$14K ﹤0.01%
99
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638
$13K ﹤0.01%
613
639
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+20
640
$13K ﹤0.01%
888
641
$13K ﹤0.01%
53
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642
$13K ﹤0.01%
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643
$13K ﹤0.01%
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644
$12K ﹤0.01%
206
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645
$12K ﹤0.01%
34
+20
646
$12K ﹤0.01%
+150
647
$12K ﹤0.01%
86
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648
$12K ﹤0.01%
86
+20
649
$12K ﹤0.01%
246
+226
650
$12K ﹤0.01%
2,225
24 25
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