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
951
$14.3K ﹤0.01%
1,078
+633
952
$14.3K ﹤0.01%
447
-46
953
$14.3K ﹤0.01%
89
-2
954
$14.2K ﹤0.01%
304
+73
955
$14.2K ﹤0.01%
4,824
956
$14.2K ﹤0.01%
78
957
$14.2K ﹤0.01%
58
+2
958
$14.1K ﹤0.01%
107
-1
959
$14.1K ﹤0.01%
172
960
$14K ﹤0.01%
+299
961
$13.9K ﹤0.01%
236
-130
962
$13.9K ﹤0.01%
497
963
$13.8K ﹤0.01%
479
+57
964
$13.8K ﹤0.01%
743
-459
965
$13.8K ﹤0.01%
322
+190
966
$13.7K ﹤0.01%
442
967
$13.7K ﹤0.01%
121
+3
968
$13.7K ﹤0.01%
129
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969
$13.7K ﹤0.01%
69
970
$13.7K ﹤0.01%
127
+20
971
$13.7K ﹤0.01%
758
-79
972
$13.6K ﹤0.01%
+250
973
$13.6K ﹤0.01%
165
+96
974
$13.6K ﹤0.01%
337
+2
975
$13.5K ﹤0.01%
155
-5
37 38
39
40 41