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
701
$54.9K ﹤0.01%
592
+354
702
$54.7K ﹤0.01%
648
-1
703
$54.5K ﹤0.01%
854
+44
704
$54.4K ﹤0.01%
586
+378
705
$54.3K ﹤0.01%
1,018
-1,890
706
$53.7K ﹤0.01%
772
+69
707
$53.6K ﹤0.01%
118
+28
708
$53.5K ﹤0.01%
803
-522
709
$53.1K ﹤0.01%
721
+147
710
$53K ﹤0.01%
2,091
-190
711
$53K ﹤0.01%
740
+160
712
$53K ﹤0.01%
1,000
713
$52.9K ﹤0.01%
+1,084
714
$52.7K ﹤0.01%
1,037
715
$52.6K ﹤0.01%
1,518
716
$52.2K ﹤0.01%
777
+94
717
$52.2K ﹤0.01%
1,320
-204
718
$52.1K ﹤0.01%
2,312
-135,659
719
$51.9K ﹤0.01%
2,009
-150
720
$51.8K ﹤0.01%
1,384
-8,141
721
$51.6K ﹤0.01%
243
+110
722
$51.5K ﹤0.01%
435
-76
723
$51.4K ﹤0.01%
255
+76
724
$51.4K ﹤0.01%
1,263
+518
725
$51.4K ﹤0.01%
1,060
-60
27 28
29
30 31