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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$2K ﹤0.01%
+118
1002
$2K ﹤0.01%
66
1003
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1004
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23
1005
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1006
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1007
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17
+4
1008
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+3
1009
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1010
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1011
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1012
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1013
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73
-34
1014
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137
+44
1015
$2K ﹤0.01%
+13
1016
$2K ﹤0.01%
+285
1017
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1018
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+22
1019
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26
+13
1020
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21
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1021
$2K ﹤0.01%
13
1022
$2K ﹤0.01%
+12
1023
$2K ﹤0.01%
+25
1024
$2K ﹤0.01%
135
+22
1025
$2K ﹤0.01%
+47
39 40
41
42 43