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
951
$24.2K ﹤0.01%
592
-3
952
$24.2K ﹤0.01%
85
953
$24.1K ﹤0.01%
565
+356
954
$23.9K ﹤0.01%
628
-2
955
$23.9K ﹤0.01%
171
+45
956
$23.8K ﹤0.01%
1,982
-42
957
$23.8K ﹤0.01%
652
-388
958
$23.7K ﹤0.01%
872
+195
959
$23.7K ﹤0.01%
886
+482
960
$23.6K ﹤0.01%
154
+13
961
$23.6K ﹤0.01%
327
-87
962
$23.4K ﹤0.01%
791
-101
963
$23.4K ﹤0.01%
858
+276
964
$23.4K ﹤0.01%
517
-69
965
$23.2K ﹤0.01%
111
+51
966
$23.1K ﹤0.01%
1,521
+264
967
$23.1K ﹤0.01%
179
+62
968
$23K ﹤0.01%
406
+57
969
$23K ﹤0.01%
699
+64
970
$22.9K ﹤0.01%
393
+73
971
$22.9K ﹤0.01%
444
+101
972
$22.8K ﹤0.01%
275
973
$22.7K ﹤0.01%
158
+70
974
$22.6K ﹤0.01%
538
+84
975
$22.5K ﹤0.01%
833
+68
37 38
39
40 41