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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$4K ﹤0.01%
57
+10
952
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65
+34
953
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31
-7
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41
+7
955
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14
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53
957
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173
+149
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3
959
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44
960
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961
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133
962
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583
963
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37
+6
964
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42
965
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50
+10
966
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127
-173
967
$4K ﹤0.01%
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968
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208
969
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46
+9
970
$4K ﹤0.01%
15
+7
971
$4K ﹤0.01%
+216
972
$4K ﹤0.01%
152
973
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112
+20
974
$4K ﹤0.01%
9
-6
975
$4K ﹤0.01%
67
-67
37 38
39
40 41