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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
76
+27
727
$8K ﹤0.01%
133
+7
728
$8K ﹤0.01%
300
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729
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43
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730
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55
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731
$8K ﹤0.01%
140
732
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733
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100
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734
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735
$8K ﹤0.01%
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736
$8K ﹤0.01%
173
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737
$8K ﹤0.01%
35
738
$8K ﹤0.01%
127
739
$8K ﹤0.01%
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740
$8K ﹤0.01%
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741
$8K ﹤0.01%
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742
$8K ﹤0.01%
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743
$7K ﹤0.01%
611
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744
$7K ﹤0.01%
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745
$7K ﹤0.01%
5
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746
$7K ﹤0.01%
149
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747
$7K ﹤0.01%
45
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748
$7K ﹤0.01%
47
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749
$7K ﹤0.01%
123
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750
$7K ﹤0.01%
142
-45
28 29
30
31 32