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
826
$23.2K ﹤0.01%
415
+35
827
$23K ﹤0.01%
587
+557
828
$22.9K ﹤0.01%
218
+37
829
$22.8K ﹤0.01%
350
+103
830
$22.8K ﹤0.01%
867
-16
831
$22.8K ﹤0.01%
353
+156
832
$22.7K ﹤0.01%
1,969
833
$22.7K ﹤0.01%
244
+200
834
$22.4K ﹤0.01%
1,639
+1,537
835
$22.4K ﹤0.01%
477
+456
836
$22.4K ﹤0.01%
788
+219
837
$22.2K ﹤0.01%
342
+161
838
$22.2K ﹤0.01%
118
+46
839
$22.2K ﹤0.01%
194
+35
840
$22K ﹤0.01%
184
+3
841
$21.7K ﹤0.01%
83
+20
842
$21.7K ﹤0.01%
212
+135
843
$21.5K ﹤0.01%
96
+12
844
$21.4K ﹤0.01%
129
+44
845
$21.3K ﹤0.01%
104
+8
846
$21.3K ﹤0.01%
98
+7
847
$21.3K ﹤0.01%
2,047
+530
848
$21.2K ﹤0.01%
346
+336
849
$21.2K ﹤0.01%
295
+283
850
$21.1K ﹤0.01%
413
+35
32 33
34
35 36