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
926
$15.8K ﹤0.01%
+2,100
927
$15.5K ﹤0.01%
133
+13
928
$15.5K ﹤0.01%
1,129
+1,108
929
$15.4K ﹤0.01%
412
930
$15.3K ﹤0.01%
66
-40
931
$15.3K ﹤0.01%
82
-10
932
$15.2K ﹤0.01%
217
+5
933
$15.2K ﹤0.01%
100
+62
934
$15.2K ﹤0.01%
2
935
$15.1K ﹤0.01%
370
+118
936
$15.1K ﹤0.01%
68
+25
937
$15.1K ﹤0.01%
125
-340
938
$15.1K ﹤0.01%
171
-16
939
$15K ﹤0.01%
55
-9
940
$15K ﹤0.01%
452
+420
941
$14.9K ﹤0.01%
896
+202
942
$14.9K ﹤0.01%
177
+72
943
$14.8K ﹤0.01%
173
+44
944
$14.8K ﹤0.01%
+534
945
$14.7K ﹤0.01%
305
+18
946
$14.7K ﹤0.01%
770
-31
947
$14.6K ﹤0.01%
117
+1
948
$14.6K ﹤0.01%
263
+32
949
$14.5K ﹤0.01%
395
-3,086
950
$14.4K ﹤0.01%
291
+122
36 37
38
39 40