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
801
$38.7K ﹤0.01%
192
+89
802
$38.7K ﹤0.01%
640
+256
803
$38.6K ﹤0.01%
381
+88
804
$38.4K ﹤0.01%
594
+223
805
$38.1K ﹤0.01%
391
-417
806
$38.1K ﹤0.01%
2,063
+85
807
$38.1K ﹤0.01%
+826
808
$38K ﹤0.01%
415
-29
809
$38K ﹤0.01%
1,813
-245
810
$37.8K ﹤0.01%
1,334
+277
811
$37.8K ﹤0.01%
381
+162
812
$37.7K ﹤0.01%
394
813
$37.6K ﹤0.01%
644
+605
814
$37.5K ﹤0.01%
1,000
815
$37.5K ﹤0.01%
690
+272
816
$37.4K ﹤0.01%
1,781
+167
817
$37.4K ﹤0.01%
750
-731
818
$37.3K ﹤0.01%
244
+170
819
$37.2K ﹤0.01%
1,044
+750
820
$37.1K ﹤0.01%
467
-68
821
$37K ﹤0.01%
524
+218
822
$36.9K ﹤0.01%
453
+274
823
$36.3K ﹤0.01%
183
+137
824
$35.6K ﹤0.01%
159
-50
825
$35.5K ﹤0.01%
854
+498
31 32
33
34 35