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
626
$54K ﹤0.01%
261
+73
627
$54K ﹤0.01%
767
+82
628
$53.8K ﹤0.01%
718
-196
629
$53.3K ﹤0.01%
1,393
+425
630
$52.9K ﹤0.01%
692
+33
631
$52.5K ﹤0.01%
443
+3
632
$52.1K ﹤0.01%
667
633
$51.4K ﹤0.01%
1,250
634
$51.3K ﹤0.01%
254
+156
635
$51.2K ﹤0.01%
608
+201
636
$51.2K ﹤0.01%
304
-21
637
$51K ﹤0.01%
2,012
+665
638
$50.9K ﹤0.01%
1,020
+343
639
$49.9K ﹤0.01%
1,157
+251
640
$49.9K ﹤0.01%
873
+93
641
$49.6K ﹤0.01%
3,492
+41
642
$49.2K ﹤0.01%
1,518
643
$49.1K ﹤0.01%
1,200
+25
644
$49K ﹤0.01%
203
+1
645
$48K ﹤0.01%
627
+117
646
$47.9K ﹤0.01%
557
+155
647
$47.8K ﹤0.01%
570
+37
648
$47.8K ﹤0.01%
+1,064
649
$47.7K ﹤0.01%
+432
650
$47.6K ﹤0.01%
452
+179
24 25
26
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