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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$11K ﹤0.01%
284
+48
727
$11K ﹤0.01%
162
+129
728
$11K ﹤0.01%
153
+10
729
$10K ﹤0.01%
+1,350
730
$10K ﹤0.01%
177
-38,340
731
$10K ﹤0.01%
372
+47
732
$10K ﹤0.01%
203
-406
733
$10K ﹤0.01%
51
+22
734
$10K ﹤0.01%
412
735
$10K ﹤0.01%
312
736
$10K ﹤0.01%
49
+12
737
$10K ﹤0.01%
+249
738
$10K ﹤0.01%
100
-80
739
$10K ﹤0.01%
83
-128
740
$10K ﹤0.01%
212
+17
741
$10K ﹤0.01%
82
+22
742
$10K ﹤0.01%
138
-489
743
$10K ﹤0.01%
47
+1
744
$10K ﹤0.01%
298
+259
745
$10K ﹤0.01%
144
+11
746
$10K ﹤0.01%
69
+64
747
$10K ﹤0.01%
379
-118
748
$10K ﹤0.01%
337
+274
749
$9K ﹤0.01%
63
+5
750
$9K ﹤0.01%
155
+16
28 29
30
31 32