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
876
$18.9K ﹤0.01%
326
+38
877
$18.8K ﹤0.01%
40
+13
878
$18.7K ﹤0.01%
107
+17
879
$18.7K ﹤0.01%
134
+7
880
$18.7K ﹤0.01%
161
+25
881
$18.6K ﹤0.01%
1,246
882
$18.6K ﹤0.01%
779
-289
883
$18.5K ﹤0.01%
450
+102
884
$18.5K ﹤0.01%
268
-5
885
$18K ﹤0.01%
1,220
-12
886
$17.9K ﹤0.01%
449
+111
887
$17.9K ﹤0.01%
113
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888
$17.6K ﹤0.01%
318
+156
889
$17.6K ﹤0.01%
125
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890
$17.6K ﹤0.01%
336
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891
$17.5K ﹤0.01%
364
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892
$17.3K ﹤0.01%
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893
$17.3K ﹤0.01%
96
-3
894
$17.3K ﹤0.01%
79
-1
895
$17.3K ﹤0.01%
405
+15
896
$17.2K ﹤0.01%
337
-69
897
$17.2K ﹤0.01%
158
+35
898
$17.1K ﹤0.01%
1,511
+257
899
$17K ﹤0.01%
230
-18
900
$17K ﹤0.01%
1,105
-9