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
801
$25.5K ﹤0.01%
116
+28
802
$25.2K ﹤0.01%
138
803
$25.1K ﹤0.01%
581
+514
804
$25.1K ﹤0.01%
593
+165
805
$24.9K ﹤0.01%
1,113
+56
806
$24.8K ﹤0.01%
636
+95
807
$24.8K ﹤0.01%
722
+461
808
$24.7K ﹤0.01%
555
+349
809
$24.5K ﹤0.01%
152
+17
810
$24.3K ﹤0.01%
63
+23
811
$24.3K ﹤0.01%
500
812
$24.2K ﹤0.01%
600
-23
813
$24.2K ﹤0.01%
4,405
-282
814
$24.2K ﹤0.01%
305
+41
815
$24.1K ﹤0.01%
178
+64
816
$24.1K ﹤0.01%
529
817
$24.1K ﹤0.01%
181
+72
818
$24K ﹤0.01%
450
+80
819
$23.9K ﹤0.01%
1,211
+206
820
$23.8K ﹤0.01%
624
-33
821
$23.8K ﹤0.01%
1,321
+167
822
$23.6K ﹤0.01%
14
+11
823
$23.4K ﹤0.01%
2,848
+2,640
824
$23.3K ﹤0.01%
1,008
+680
825
$23.3K ﹤0.01%
463
+114
31 32
33
34 35