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
901
$28.3K ﹤0.01%
185
+31
902
$28.3K ﹤0.01%
449
903
$28.1K ﹤0.01%
1,734
+481
904
$28.1K ﹤0.01%
623
+107
905
$28.1K ﹤0.01%
357
+49
906
$28K ﹤0.01%
565
907
$27.9K ﹤0.01%
380
-11
908
$27.9K ﹤0.01%
171
-91
909
$27.7K ﹤0.01%
238
-4
910
$27.4K ﹤0.01%
1,936
-18,064
911
$27.2K ﹤0.01%
197
+100
912
$27.1K ﹤0.01%
651
+56
913
$27.1K ﹤0.01%
1,428
+264
914
$27K ﹤0.01%
109
+62
915
$26.9K ﹤0.01%
122
+59
916
$26.9K ﹤0.01%
1,268
+54
917
$26.8K ﹤0.01%
247
918
$26.7K ﹤0.01%
4,059
-363
919
$26.6K ﹤0.01%
202
+12
920
$26.6K ﹤0.01%
1,326
+1,050
921
$26.2K ﹤0.01%
1,196
+356
922
$26.2K ﹤0.01%
5,789
+721
923
$26.2K ﹤0.01%
648
+47
924
$26.2K ﹤0.01%
208
-111
925
$26.2K ﹤0.01%
1,602
-457
35 36
37
38 39