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
776
$27.5K ﹤0.01%
131
+19
777
$27.3K ﹤0.01%
892
+160
778
$27.3K ﹤0.01%
510
+500
779
$27.2K ﹤0.01%
424
+161
780
$27.1K ﹤0.01%
324
+46
781
$27.1K ﹤0.01%
313
+81
782
$26.9K ﹤0.01%
258
-34
783
$26.7K ﹤0.01%
98
+18
784
$26.7K ﹤0.01%
151
+30
785
$26.5K ﹤0.01%
740
+589
786
$26.5K ﹤0.01%
1,413
+20
787
$26.5K ﹤0.01%
247
788
$26.4K ﹤0.01%
565
-893
789
$26.4K ﹤0.01%
479
+231
790
$26.4K ﹤0.01%
1,055
+414
791
$26.3K ﹤0.01%
1,200
792
$26.3K ﹤0.01%
236
+15
793
$26.3K ﹤0.01%
1,038
+982
794
$26.2K ﹤0.01%
142
+74
795
$26K ﹤0.01%
295
+185
796
$25.9K ﹤0.01%
5,788
-786
797
$25.9K ﹤0.01%
520
+224
798
$25.8K ﹤0.01%
1,333
+118
799
$25.7K ﹤0.01%
95
+30
800
$25.5K ﹤0.01%
608
-53
30 31
32
33 34