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
76
$10.7M 0.31%
39,359
+9,615
77
$10.5M 0.3%
65,486
+6,072
78
$10.4M 0.3%
23,367
+11
79
$10.4M 0.3%
282,606
-134,087
80
$10.4M 0.3%
19,004
-7
81
$10.2M 0.3%
172,433
-8,786
82
$10.2M 0.3%
124,916
+6,686
83
$9.77M 0.28%
181,042
-386,659
84
$9.73M 0.28%
113,798
-27,470
85
$9.57M 0.28%
62,271
+6,239
86
$9.43M 0.27%
28,960
+1,285
87
$9.39M 0.27%
80,521
+897
88
$9.2M 0.27%
59,660
-2,177
89
$9.03M 0.26%
100,468
+4,563
90
$8.92M 0.26%
192,647
+9,741
91
$8.8M 0.25%
32,807
+1,888
92
$8.74M 0.25%
86,663
+3,317
93
$8.7M 0.25%
34,574
-1,903
94
$8.5M 0.25%
64,094
+40
95
$8.42M 0.24%
34,404
-1,512
96
$8.26M 0.24%
33,357
+812
97
$8.25M 0.24%
17,016
+10,774
98
$8.12M 0.24%
29,799
+17,683
99
$7.91M 0.23%
18,072
-492
100
$7.9M 0.23%
226,096
+131,024
2 3
4
5 6