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
901
$16.9K ﹤0.01%
206
+72
902
$16.9K ﹤0.01%
238
+2
903
$16.8K ﹤0.01%
31
+5
904
$16.7K ﹤0.01%
67
+32
905
$16.6K ﹤0.01%
328
-11
906
$16.6K ﹤0.01%
1,000
+974
907
$16.5K ﹤0.01%
266
+32
908
$16.5K ﹤0.01%
28
+17
909
$16.5K ﹤0.01%
122
+74
910
$16.5K ﹤0.01%
999
+508
911
$16.4K ﹤0.01%
131
912
$16.3K ﹤0.01%
486
913
$16.3K ﹤0.01%
84
-10
914
$16.2K ﹤0.01%
112
915
$16.2K ﹤0.01%
133
+58
916
$16.2K ﹤0.01%
+291
917
$16K ﹤0.01%
2,631
-275
918
$16K ﹤0.01%
+256
919
$16K ﹤0.01%
95
-11
920
$15.9K ﹤0.01%
138
+34
921
$15.9K ﹤0.01%
315
+109
922
$15.9K ﹤0.01%
300
-10
923
$15.9K ﹤0.01%
218
+28
924
$15.9K ﹤0.01%
261
925
$15.8K ﹤0.01%
145
+26
35 36
37
38 39