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
701
$37.3K ﹤0.01%
1,024
+273
702
$37.2K ﹤0.01%
5,523
-49
703
$37.2K ﹤0.01%
2,666
704
$36.7K ﹤0.01%
428
-23
705
$36.7K ﹤0.01%
468
+74
706
$36.5K ﹤0.01%
1,181
+315
707
$36.5K ﹤0.01%
118
+33
708
$36.4K ﹤0.01%
525
+155
709
$36.4K ﹤0.01%
68
+19
710
$36.2K ﹤0.01%
1,231
+191
711
$36K ﹤0.01%
377
+81
712
$35.9K ﹤0.01%
118
+9
713
$35.8K ﹤0.01%
170
+19
714
$35.6K ﹤0.01%
992
+182
715
$35.3K ﹤0.01%
1,138
-65
716
$35.2K ﹤0.01%
496
-4
717
$35.2K ﹤0.01%
740
+181
718
$34.8K ﹤0.01%
770
+48
719
$34.8K ﹤0.01%
202
+21
720
$34.8K ﹤0.01%
1,074
+1,044
721
$34.6K ﹤0.01%
394
722
$34.5K ﹤0.01%
352
+31
723
$34.4K ﹤0.01%
+650
724
$34.3K ﹤0.01%
84
+17
725
$34.1K ﹤0.01%
446
+165
27 28
29
30 31