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
676
$42.7K ﹤0.01%
934
+42
677
$42.1K ﹤0.01%
804
+174
678
$41.9K ﹤0.01%
294
-201
679
$41.6K ﹤0.01%
109
+1
680
$41.5K ﹤0.01%
519
+18
681
$41K ﹤0.01%
927
+52
682
$40.9K ﹤0.01%
1,534
+155
683
$40.7K ﹤0.01%
182
+114
684
$40.5K ﹤0.01%
418
-26
685
$40.3K ﹤0.01%
770
686
$40K ﹤0.01%
1,389
+10
687
$40K ﹤0.01%
935
+328
688
$39.9K ﹤0.01%
1,569
+8
689
$39.7K ﹤0.01%
103
-14
690
$39.7K ﹤0.01%
703
-26
691
$39.3K ﹤0.01%
93
+35
692
$39.2K ﹤0.01%
1,034
+108
693
$38.8K ﹤0.01%
431
-23
694
$38.4K ﹤0.01%
620
+442
695
$37.9K ﹤0.01%
1,370
-76
696
$37.9K ﹤0.01%
568
+179
697
$37.8K ﹤0.01%
1,680
+106
698
$37.7K ﹤0.01%
378
+49
699
$37.7K ﹤0.01%
872
+340
700
$37.3K ﹤0.01%
351
-51
26 27
28
29 30