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
751
$46.4K ﹤0.01%
401
-5
752
$46.3K ﹤0.01%
602
-6
753
$46.2K ﹤0.01%
979
+256
754
$45.8K ﹤0.01%
412
+253
755
$45.5K ﹤0.01%
1,091
+800
756
$45.1K ﹤0.01%
147
+5
757
$45K ﹤0.01%
1,120
-402
758
$44.9K ﹤0.01%
1,000
759
$44.5K ﹤0.01%
1,582
760
$44.5K ﹤0.01%
192
+73
761
$44.3K ﹤0.01%
1,224
+283
762
$44.3K ﹤0.01%
350
-9
763
$44.1K ﹤0.01%
1,092
+136
764
$43.8K ﹤0.01%
5,029
+707
765
$43.7K ﹤0.01%
33
+21
766
$43.6K ﹤0.01%
3,439
-37,661
767
$43.3K ﹤0.01%
5,268
-410
768
$43.3K ﹤0.01%
118
+31
769
$43.2K ﹤0.01%
830
+92
770
$43.1K ﹤0.01%
546
+393
771
$43K ﹤0.01%
406
+21
772
$42.9K ﹤0.01%
944
-6
773
$42.6K ﹤0.01%
2,193
+785
774
$42.6K ﹤0.01%
427
+9
775
$42.6K ﹤0.01%
1,428
-60
29 30
31
32 33