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
851
$32.7K ﹤0.01%
100
+39
852
$32.3K ﹤0.01%
1,700
+1,463
853
$32.3K ﹤0.01%
240
+38
854
$32K ﹤0.01%
+728
855
$31.9K ﹤0.01%
170
+70
856
$31.8K ﹤0.01%
606
+410
857
$31.7K ﹤0.01%
240
+133
858
$31.6K ﹤0.01%
368
+70
859
$31.5K ﹤0.01%
442
860
$31.5K ﹤0.01%
790
+134
861
$31.5K ﹤0.01%
959
-419
862
$31.5K ﹤0.01%
17
+6
863
$31.5K ﹤0.01%
802
864
$31.2K ﹤0.01%
331
+183
865
$31.2K ﹤0.01%
130
+9
866
$31.1K ﹤0.01%
1,046
+700
867
$31K ﹤0.01%
950
-146
868
$31K ﹤0.01%
66
+6
869
$30.9K ﹤0.01%
334
+120
870
$30.7K ﹤0.01%
765
+299
871
$30.6K ﹤0.01%
336
872
$30.4K ﹤0.01%
436
+191
873
$30.4K ﹤0.01%
137
-13
874
$30.3K ﹤0.01%
166
+109
875
$29.9K ﹤0.01%
1,274
-2,263
33 34
35
36 37