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
926
$26.2K ﹤0.01%
176
+126
927
$26.1K ﹤0.01%
46
+39
928
$26.1K ﹤0.01%
229
-2
929
$26.1K ﹤0.01%
460
930
$25.9K ﹤0.01%
143
+64
931
$25.8K ﹤0.01%
240
+113
932
$25.7K ﹤0.01%
349
-55
933
$25.7K ﹤0.01%
246
+105
934
$25.7K ﹤0.01%
147
+134
935
$25.6K ﹤0.01%
293
+112
936
$25.5K ﹤0.01%
5,721
937
$25.5K ﹤0.01%
241
+8
938
$25.4K ﹤0.01%
4,533
+84
939
$25.3K ﹤0.01%
1,003
+306
940
$25.1K ﹤0.01%
167
941
$25K ﹤0.01%
162
+28
942
$25K ﹤0.01%
392
943
$25K ﹤0.01%
1,024
+74
944
$24.9K ﹤0.01%
324
+128
945
$24.6K ﹤0.01%
40
+4
946
$24.6K ﹤0.01%
637
+87
947
$24.5K ﹤0.01%
321
+205
948
$24.4K ﹤0.01%
242
+90
949
$24.4K ﹤0.01%
407
950
$24.4K ﹤0.01%
572
+31
36 37
38
39 40