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
676
$60.8K ﹤0.01%
842
+465
677
$60.8K ﹤0.01%
10,690
-25
678
$60.7K ﹤0.01%
691
+10
679
$60.7K ﹤0.01%
1,000
680
$60.4K ﹤0.01%
978
+26
681
$60.3K ﹤0.01%
1,456
+80
682
$60.1K ﹤0.01%
2,721
-3,041
683
$60K ﹤0.01%
1,152
+62
684
$59.7K ﹤0.01%
385
+114
685
$59.4K ﹤0.01%
122
+1
686
$58.4K ﹤0.01%
728
-13
687
$58.3K ﹤0.01%
1,112
+339
688
$57.5K ﹤0.01%
2,412
+424
689
$57.1K ﹤0.01%
1,726
+1,718
690
$57.1K ﹤0.01%
1,014
-147
691
$57.1K ﹤0.01%
177
+42
692
$57K ﹤0.01%
187
+132
693
$56.8K ﹤0.01%
2,925
+329
694
$56.7K ﹤0.01%
114
-26
695
$56K ﹤0.01%
722
-63
696
$55.5K ﹤0.01%
768
+180
697
$55.3K ﹤0.01%
239
+120
698
$55.2K ﹤0.01%
706
+52
699
$55.1K ﹤0.01%
408
+70
700
$55K ﹤0.01%
1,519
+127
26 27
28
29 30