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
626
$17K ﹤0.01%
132
+82
627
$17K ﹤0.01%
+249
628
$17K ﹤0.01%
91
+13
629
$17K ﹤0.01%
77
+10
630
$17K ﹤0.01%
283
+144
631
$16K ﹤0.01%
93
632
$16K ﹤0.01%
266
633
$16K ﹤0.01%
550
634
$16K ﹤0.01%
1,100
635
$16K ﹤0.01%
123
-33
636
$16K ﹤0.01%
72
637
$16K ﹤0.01%
+270
638
$16K ﹤0.01%
92
+15
639
$16K ﹤0.01%
48
+33
640
$16K ﹤0.01%
196
-151
641
$16K ﹤0.01%
387
+2
642
$16K ﹤0.01%
218
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643
$16K ﹤0.01%
118
-348
644
$15K ﹤0.01%
74
+48
645
$15K ﹤0.01%
73
+55
646
$15K ﹤0.01%
211
-6
647
$15K ﹤0.01%
210
+10
648
$15K ﹤0.01%
480
+140
649
$15K ﹤0.01%
95
+55
650
$15K ﹤0.01%
143
-44
24 25
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