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
751
$9K ﹤0.01%
336
+104
752
$9K ﹤0.01%
336
+20
753
$9K ﹤0.01%
219
+14
754
$9K ﹤0.01%
190
755
$9K ﹤0.01%
200
756
$9K ﹤0.01%
459
757
$9K ﹤0.01%
43
758
$9K ﹤0.01%
+75
759
$9K ﹤0.01%
80
760
$9K ﹤0.01%
221
+198
761
$9K ﹤0.01%
128
+14
762
$9K ﹤0.01%
+94
763
$9K ﹤0.01%
194
+27
764
$9K ﹤0.01%
182
-42
765
$9K ﹤0.01%
83
+73
766
$9K ﹤0.01%
100
+14
767
$9K ﹤0.01%
103
-84
768
$9K ﹤0.01%
180
+21
769
$9K ﹤0.01%
70
770
$9K ﹤0.01%
118
+14
771
$9K ﹤0.01%
+377
772
$9K ﹤0.01%
+186
773
$8K ﹤0.01%
356
774
$8K ﹤0.01%
+163
775
$8K ﹤0.01%
247
29 30
31
32 33