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
751
$31K ﹤0.01%
1,730
+465
752
$31K ﹤0.01%
637
753
$30.7K ﹤0.01%
179
+8
754
$30.7K ﹤0.01%
938
-1,168
755
$30.6K ﹤0.01%
266
+142
756
$30.5K ﹤0.01%
1,367
+868
757
$30.5K ﹤0.01%
1,000
758
$30.1K ﹤0.01%
239
759
$30K ﹤0.01%
641
+52
760
$29.8K ﹤0.01%
4,008
+1,386
761
$29.6K ﹤0.01%
777
+385
762
$29K ﹤0.01%
2,696
-28
763
$28.9K ﹤0.01%
344
+44
764
$28.8K ﹤0.01%
1,809
+287
765
$28.7K ﹤0.01%
642
+178
766
$28.6K ﹤0.01%
362
-8
767
$28.5K ﹤0.01%
603
+87
768
$28.4K ﹤0.01%
69
769
$28.2K ﹤0.01%
431
+137
770
$28.2K ﹤0.01%
4,598
+891
771
$28.1K ﹤0.01%
587
-10
772
$28.1K ﹤0.01%
117
+40
773
$28K ﹤0.01%
133
-18
774
$27.9K ﹤0.01%
634
+24
775
$27.8K ﹤0.01%
6,489
-604
29 30
31
32 33