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
651
$15K ﹤0.01%
163
+8
652
$15K ﹤0.01%
398
+280
653
$15K ﹤0.01%
31
-2
654
$15K ﹤0.01%
692
-3,909
655
$15K ﹤0.01%
356
+17
656
$15K ﹤0.01%
141
-247
657
$15K ﹤0.01%
210
658
$15K ﹤0.01%
603
659
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43
+9
660
$15K ﹤0.01%
83
+26
661
$15K ﹤0.01%
165
662
$14K ﹤0.01%
+345
663
$14K ﹤0.01%
56
-60
664
$14K ﹤0.01%
7
+1
665
$14K ﹤0.01%
422
+355
666
$14K ﹤0.01%
25
-19
667
$14K ﹤0.01%
609
668
$14K ﹤0.01%
294
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669
$14K ﹤0.01%
177
+37
670
$14K ﹤0.01%
+622
671
$14K ﹤0.01%
917
672
$14K ﹤0.01%
76
+24
673
$14K ﹤0.01%
33
+2
674
$14K ﹤0.01%
497
675
$14K ﹤0.01%
+127
25 26
27
28 29