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
651
$67.8K ﹤0.01%
963
+194
652
$67.7K ﹤0.01%
820
+149
653
$67.4K ﹤0.01%
401
+110
654
$67K ﹤0.01%
766
+50
655
$66.7K ﹤0.01%
511
+75
656
$66.6K ﹤0.01%
796
657
$66.4K ﹤0.01%
190
+17
658
$66.2K ﹤0.01%
1,638
-206
659
$65.3K ﹤0.01%
800
-30
660
$65.2K ﹤0.01%
2,117
-918
661
$65.2K ﹤0.01%
244
-73
662
$65.1K ﹤0.01%
150
+1
663
$64.8K ﹤0.01%
2,431
+1
664
$64.7K ﹤0.01%
909
-278
665
$64.5K ﹤0.01%
3,304
+321
666
$64K ﹤0.01%
382
-17
667
$63.5K ﹤0.01%
+333
668
$63.2K ﹤0.01%
379
+112
669
$63.1K ﹤0.01%
199
+124
670
$62.4K ﹤0.01%
1,562
+541
671
$62K ﹤0.01%
908
+75
672
$61.7K ﹤0.01%
558
+27
673
$61.6K ﹤0.01%
2,130
+316
674
$61.2K ﹤0.01%
1,232
+66
675
$61.1K ﹤0.01%
687
25 26
27
28 29