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
826
$35.5K ﹤0.01%
164
+54
827
$35.3K ﹤0.01%
438
+155
828
$35.1K ﹤0.01%
820
+103
829
$34.9K ﹤0.01%
354
+236
830
$34.7K ﹤0.01%
706
+72
831
$34.7K ﹤0.01%
1,244
+374
832
$34.5K ﹤0.01%
424
-20
833
$34.5K ﹤0.01%
344
+83
834
$34.5K ﹤0.01%
1,176
+483
835
$34.4K ﹤0.01%
928
-2
836
$34.2K ﹤0.01%
2,409
+374
837
$34.2K ﹤0.01%
518
+42
838
$34K ﹤0.01%
1,024
+317
839
$33.8K ﹤0.01%
521
+204
840
$33.7K ﹤0.01%
575
-97
841
$33.4K ﹤0.01%
1,574
+69
842
$33.4K ﹤0.01%
1,258
+318
843
$33.4K ﹤0.01%
126
-27
844
$33.2K ﹤0.01%
398
+65
845
$33.2K ﹤0.01%
3,823
+41
846
$33.1K ﹤0.01%
1,841
+325
847
$33.1K ﹤0.01%
509
+87
848
$33.1K ﹤0.01%
444
+283
849
$33K ﹤0.01%
4,687
-23,413
850
$33K ﹤0.01%
151
+87
32 33
34
35 36