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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
+158
952
$3K ﹤0.01%
+57
953
$3K ﹤0.01%
127
954
$3K ﹤0.01%
+37
955
$3K ﹤0.01%
+56
956
$3K ﹤0.01%
32
+23
957
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33
+22
958
$3K ﹤0.01%
+33
959
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+15
960
$3K ﹤0.01%
40
-31
961
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19
+12
962
$3K ﹤0.01%
109
-700
963
$3K ﹤0.01%
+13
964
$3K ﹤0.01%
78
-6
965
$3K ﹤0.01%
42
+7
966
$3K ﹤0.01%
49
+40
967
$3K ﹤0.01%
33
-1
968
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+78
969
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11
+7
970
$3K ﹤0.01%
29
+20
971
$3K ﹤0.01%
+247
972
$3K ﹤0.01%
50
+32
973
$3K ﹤0.01%
+56
974
$3K ﹤0.01%
+106
975
$3K ﹤0.01%
62
37 38
39
40 41