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
826
$7K ﹤0.01%
70
+7
827
$7K ﹤0.01%
101
+10
828
$7K ﹤0.01%
619
+74
829
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29
830
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164
+133
831
$7K ﹤0.01%
454
+46
832
$7K ﹤0.01%
71
-17
833
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33
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834
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54
835
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137
836
$7K ﹤0.01%
+95
837
$7K ﹤0.01%
72
+63
838
$7K ﹤0.01%
112
-11
839
$7K ﹤0.01%
237
840
$7K ﹤0.01%
64
+7
841
$7K ﹤0.01%
+64
842
$7K ﹤0.01%
+15
843
$7K ﹤0.01%
130
+13
844
$7K ﹤0.01%
+170
845
$7K ﹤0.01%
77
+8
846
$7K ﹤0.01%
100
847
$7K ﹤0.01%
168
+6
848
$7K ﹤0.01%
184
+59
849
$7K ﹤0.01%
21
+15
850
$7K ﹤0.01%
159
+136
32 33
34
35 36