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
976
$22.4K ﹤0.01%
130
-5
977
$22.4K ﹤0.01%
211
+68
978
$22.3K ﹤0.01%
1,438
979
$22.3K ﹤0.01%
305
+132
980
$22.2K ﹤0.01%
385
+90
981
$22.2K ﹤0.01%
326
+25
982
$22.1K ﹤0.01%
283
+3
983
$22.1K ﹤0.01%
278
-257
984
$22.1K ﹤0.01%
124
-9
985
$22K ﹤0.01%
378
+101
986
$21.9K ﹤0.01%
194
+74
987
$21.8K ﹤0.01%
1,106
+253
988
$21.8K ﹤0.01%
264
989
$21.8K ﹤0.01%
777
+384
990
$21.7K ﹤0.01%
897
+851
991
$21.7K ﹤0.01%
1,333
992
$21.7K ﹤0.01%
3
-1
993
$21.6K ﹤0.01%
715
+178
994
$21.6K ﹤0.01%
239
-432
995
$21.6K ﹤0.01%
168
+13
996
$21.6K ﹤0.01%
132
-3
997
$21.5K ﹤0.01%
509
-127
998
$21.4K ﹤0.01%
+1,929
999
$21.4K ﹤0.01%
221
+33
1000
$21.3K ﹤0.01%
+448
38 39
40
41 42