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
776
$42.5K ﹤0.01%
215
-44
777
$42.3K ﹤0.01%
4,364
+551
778
$42.3K ﹤0.01%
340
779
$41.8K ﹤0.01%
124
-1
780
$41.5K ﹤0.01%
436
-463
781
$41.5K ﹤0.01%
4,767
-35,233
782
$41.3K ﹤0.01%
619
+55
783
$41.3K ﹤0.01%
278
+169
784
$41.2K ﹤0.01%
1,115
+132
785
$41.2K ﹤0.01%
316
+24
786
$41.1K ﹤0.01%
651
-98
787
$41K ﹤0.01%
352
+143
788
$41K ﹤0.01%
802
-62
789
$40.7K ﹤0.01%
453
+62
790
$40.6K ﹤0.01%
314
+33
791
$40.5K ﹤0.01%
560
-38
792
$40.4K ﹤0.01%
217
-9
793
$40.2K ﹤0.01%
241
+1
794
$39.5K ﹤0.01%
+1,530
795
$39.4K ﹤0.01%
467
-43
796
$39.2K ﹤0.01%
902
-352
797
$39.1K ﹤0.01%
3,815
+1,295
798
$38.9K ﹤0.01%
144
+37
799
$38.7K ﹤0.01%
1,460
+187
800
$38.7K ﹤0.01%
1,250
-2,750
30 31
32
33 34