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
726
$34K ﹤0.01%
363
+57
727
$34K ﹤0.01%
443
+41
728
$34K ﹤0.01%
2,808
-963
729
$33.9K ﹤0.01%
269
+24
730
$33.8K ﹤0.01%
1,114
-96
731
$33.8K ﹤0.01%
1,180
+299
732
$33.6K ﹤0.01%
1,693
+169
733
$33.6K ﹤0.01%
879
-43
734
$33.5K ﹤0.01%
1,943
735
$33.5K ﹤0.01%
1,684
+182
736
$33.4K ﹤0.01%
310
+43
737
$33.4K ﹤0.01%
489
+27
738
$33.4K ﹤0.01%
72
+4
739
$33.1K ﹤0.01%
240
+17
740
$32.9K ﹤0.01%
947
+122
741
$32.7K ﹤0.01%
+1,000
742
$32.5K ﹤0.01%
388
+19
743
$32.3K ﹤0.01%
3,320
+1,346
744
$32.1K ﹤0.01%
301
-1
745
$31.7K ﹤0.01%
1,151
+152
746
$31.6K ﹤0.01%
441
+21
747
$31.6K ﹤0.01%
1,680
+221
748
$31.5K ﹤0.01%
+600
749
$31.2K ﹤0.01%
264
+47
750
$31K ﹤0.01%
194
+33
28 29
30
31 32