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
851
$20.9K ﹤0.01%
410
+358
852
$20.7K ﹤0.01%
890
+390
853
$20.6K ﹤0.01%
1,200
+860
854
$20.5K ﹤0.01%
419
+140
855
$20.4K ﹤0.01%
555
+275
856
$20.3K ﹤0.01%
344
-1,517
857
$20.1K ﹤0.01%
274
+5
858
$20K ﹤0.01%
1,094
+663
859
$20K ﹤0.01%
335
+44
860
$19.9K ﹤0.01%
99
-14
861
$19.8K ﹤0.01%
682
+133
862
$19.8K ﹤0.01%
789
+76
863
$19.7K ﹤0.01%
335
-19
864
$19.6K ﹤0.01%
94
-31
865
$19.6K ﹤0.01%
123
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866
$19.6K ﹤0.01%
256
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867
$19.5K ﹤0.01%
392
-27
868
$19.4K ﹤0.01%
294
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869
$19.4K ﹤0.01%
133
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870
$19.4K ﹤0.01%
82
-10
871
$19.3K ﹤0.01%
297
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872
$19.3K ﹤0.01%
1,394
873
$19.2K ﹤0.01%
1,111
-48
874
$19.1K ﹤0.01%
162
+1
875
$19.1K ﹤0.01%
158
-5
33 34
35
36 37