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
976
$13.5K ﹤0.01%
+571
977
$13.5K ﹤0.01%
124
-56
978
$13.5K ﹤0.01%
35
-3
979
$13.5K ﹤0.01%
463
+133
980
$13.4K ﹤0.01%
120
+38
981
$13.4K ﹤0.01%
182
+3
982
$13.3K ﹤0.01%
3,741
+1,137
983
$13.3K ﹤0.01%
356
-22
984
$13.3K ﹤0.01%
292
+254
985
$13.1K ﹤0.01%
232
+17
986
$13.1K ﹤0.01%
786
+682
987
$13.1K ﹤0.01%
293
988
$13K ﹤0.01%
4,680
989
$13K ﹤0.01%
188
-13
990
$13K ﹤0.01%
210
+172
991
$13K ﹤0.01%
63
-15
992
$12.9K ﹤0.01%
201
+40
993
$12.9K ﹤0.01%
381
+69
994
$12.8K ﹤0.01%
251
-4
995
$12.8K ﹤0.01%
166
+40
996
$12.8K ﹤0.01%
10,000
997
$12.8K ﹤0.01%
414
+58
998
$12.8K ﹤0.01%
386
-2
999
$12.8K ﹤0.01%
1,233
+470
1000
$12.8K ﹤0.01%
534
-79
38 39
40
41 42