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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
200
-110
827
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117
+54
828
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+369
829
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74
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830
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26
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831
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33
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832
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833
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834
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129
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835
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171
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837
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$5K ﹤0.01%
75
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839
$5K ﹤0.01%
126
840
$5K ﹤0.01%
29
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845
$5K ﹤0.01%
29
846
$5K ﹤0.01%
132
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847
$5K ﹤0.01%
58
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848
$5K ﹤0.01%
97
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849
$5K ﹤0.01%
387
850
$5K ﹤0.01%
55
+48
32 33
34
35 36