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
651
$47.5K ﹤0.01%
159
+83
652
$47.5K ﹤0.01%
884
+258
653
$47.5K ﹤0.01%
4,852
+46
654
$47K ﹤0.01%
2,510
+539
655
$46.9K ﹤0.01%
431
-63
656
$46.8K ﹤0.01%
264
-12
657
$46.7K ﹤0.01%
360
+117
658
$46.4K ﹤0.01%
509
-291
659
$46.4K ﹤0.01%
652
+45
660
$45.9K ﹤0.01%
234
+24
661
$45.8K ﹤0.01%
479
-74
662
$45.8K ﹤0.01%
429
+58
663
$45.6K ﹤0.01%
352
+50
664
$45.5K ﹤0.01%
1,989
-73
665
$45.5K ﹤0.01%
148
+16
666
$45.4K ﹤0.01%
737
+16
667
$45K ﹤0.01%
348
+145
668
$44.8K ﹤0.01%
307
+169
669
$44.7K ﹤0.01%
208
+122
670
$44.6K ﹤0.01%
986
-496
671
$43.8K ﹤0.01%
115
+31
672
$43.8K ﹤0.01%
1,319
+88
673
$43.1K ﹤0.01%
629
+169
674
$42.9K ﹤0.01%
260
+3
675
$42.7K ﹤0.01%
2,065
-15
25 26
27
28 29