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
851
$5K ﹤0.01%
59
+47
852
$5K ﹤0.01%
35
853
$5K ﹤0.01%
+68
854
$5K ﹤0.01%
95
-49
855
$5K ﹤0.01%
+38
856
$5K ﹤0.01%
147
857
$5K ﹤0.01%
69
+55
858
$5K ﹤0.01%
34
859
$5K ﹤0.01%
451
860
$5K ﹤0.01%
486
861
$5K ﹤0.01%
177
862
$4K ﹤0.01%
24
863
$4K ﹤0.01%
36
+24
864
$4K ﹤0.01%
+64
865
$4K ﹤0.01%
+34
866
$4K ﹤0.01%
30
+25
867
$4K ﹤0.01%
19
+14
868
$4K ﹤0.01%
57
869
$4K ﹤0.01%
83
+57
870
$4K ﹤0.01%
8
+6
871
$4K ﹤0.01%
131
+45
872
$4K ﹤0.01%
29
+18
873
$4K ﹤0.01%
30
+26
874
$4K ﹤0.01%
+174
875
$4K ﹤0.01%
24
+5
33 34
35
36 37