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
801
$8K ﹤0.01%
150
802
$8K ﹤0.01%
113
+46
803
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181
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804
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152
+13
805
$8K ﹤0.01%
+628
806
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85
807
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271
+19
808
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110
809
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32
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810
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33
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811
$7K ﹤0.01%
65
812
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813
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33
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814
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39
+27
815
$7K ﹤0.01%
43
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$7K ﹤0.01%
62
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817
$7K ﹤0.01%
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818
$7K ﹤0.01%
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819
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129
820
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538
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821
$7K ﹤0.01%
25
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$7K ﹤0.01%
36
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823
$7K ﹤0.01%
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-40
824
$7K ﹤0.01%
169
+21
825
$7K ﹤0.01%
251
31 32
33
34 35