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
626
$74.1K ﹤0.01%
470
+35
627
$73.5K ﹤0.01%
800
+93
628
$73.4K ﹤0.01%
+1,696
629
$73.2K ﹤0.01%
586
+59
630
$73.1K ﹤0.01%
974
+534
631
$72.8K ﹤0.01%
252
+30
632
$72.7K ﹤0.01%
1,214
+601
633
$72.6K ﹤0.01%
2,161
+391
634
$71.4K ﹤0.01%
1,034
+324
635
$71.3K ﹤0.01%
1,732
+916
636
$71.2K ﹤0.01%
937
+171
637
$71.2K ﹤0.01%
859
-167
638
$71K ﹤0.01%
411
+84
639
$70.8K ﹤0.01%
620
+313
640
$70.7K ﹤0.01%
222
+112
641
$70.6K ﹤0.01%
915
+17
642
$70.4K ﹤0.01%
730
+34
643
$70.3K ﹤0.01%
228
-12
644
$69.8K ﹤0.01%
510
+238
645
$69.6K ﹤0.01%
1,149
+102
646
$69.2K ﹤0.01%
2,021
+656
647
$68.9K ﹤0.01%
1,259
-74
648
$68.3K ﹤0.01%
+1,931
649
$68.3K ﹤0.01%
2,064
+12
650
$68.1K ﹤0.01%
713
+33
24 25
26
27 28