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
876
$29.9K ﹤0.01%
265
+142
877
$29.8K ﹤0.01%
956
+414
878
$29.7K ﹤0.01%
224
+125
879
$29.7K ﹤0.01%
851
-87
880
$29.5K ﹤0.01%
1,112
-79
881
$29.5K ﹤0.01%
+1,648
882
$29.3K ﹤0.01%
333
883
$29.3K ﹤0.01%
968
+633
884
$29.3K ﹤0.01%
130
+44
885
$29.2K ﹤0.01%
160
+14
886
$29.2K ﹤0.01%
511
-1,021
887
$29.2K ﹤0.01%
185
+125
888
$29.1K ﹤0.01%
244
+154
889
$29.1K ﹤0.01%
2,775
-788
890
$28.9K ﹤0.01%
95
+3
891
$28.9K ﹤0.01%
128
+62
892
$28.8K ﹤0.01%
381
-79
893
$28.8K ﹤0.01%
736
+566
894
$28.8K ﹤0.01%
650
+233
895
$28.7K ﹤0.01%
2,064
-65
896
$28.7K ﹤0.01%
79
+12
897
$28.6K ﹤0.01%
236
+151
898
$28.6K ﹤0.01%
107
+17
899
$28.4K ﹤0.01%
385
+246
900
$28.4K ﹤0.01%
163
34 35
36
37 38