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
726
$50.6K ﹤0.01%
3,398
+649
727
$50.4K ﹤0.01%
3,149
+238
728
$50K ﹤0.01%
210
+38
729
$49.8K ﹤0.01%
201
+7
730
$49.7K ﹤0.01%
1,214
+797
731
$49.6K ﹤0.01%
1,360
+602
732
$49.4K ﹤0.01%
482
+116
733
$49.3K ﹤0.01%
1,685
+1,483
734
$49.3K ﹤0.01%
337
+147
735
$49K ﹤0.01%
1,725
+1,104
736
$49K ﹤0.01%
2,688
737
$48.9K ﹤0.01%
173
+22
738
$48.8K ﹤0.01%
399
+17
739
$48.4K ﹤0.01%
855
+121
740
$48.3K ﹤0.01%
442
+11
741
$48.2K ﹤0.01%
521
+78
742
$48.1K ﹤0.01%
241
+92
743
$47.8K ﹤0.01%
500
+392
744
$47.6K ﹤0.01%
1,003
-173
745
$47.4K ﹤0.01%
620
+373
746
$47.3K ﹤0.01%
589
747
$47K ﹤0.01%
1,063
748
$47K ﹤0.01%
540
+112
749
$46.6K ﹤0.01%
331
+287
750
$46.6K ﹤0.01%
291
+210
28 29
30
31 32