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
651
$12K ﹤0.01%
490
652
$12K ﹤0.01%
174
-3,771
653
$11K ﹤0.01%
124
+44
654
$11K ﹤0.01%
429
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655
$11K ﹤0.01%
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$11K ﹤0.01%
108
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657
$11K ﹤0.01%
146
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658
$11K ﹤0.01%
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659
$11K ﹤0.01%
34
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660
$11K ﹤0.01%
30
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$11K ﹤0.01%
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662
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20
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$11K ﹤0.01%
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664
$11K ﹤0.01%
35
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665
$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
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669
$10K ﹤0.01%
68
670
$10K ﹤0.01%
47
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671
$10K ﹤0.01%
199
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672
$10K ﹤0.01%
91
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673
$10K ﹤0.01%
191
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674
$10K ﹤0.01%
143
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675
$10K ﹤0.01%
164
+98
25 26
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28 29