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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$4K ﹤0.01%
250
1002
$4K ﹤0.01%
16
+10
1003
$4K ﹤0.01%
54
+46
1004
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93
+16
1005
$4K ﹤0.01%
97
1006
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32
-10
1007
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25
1008
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486
1009
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177
+74
1010
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21
+4
1011
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131
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1012
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152
-25
1013
$3K ﹤0.01%
16
+4
1014
$3K ﹤0.01%
76
+56
1015
$3K ﹤0.01%
83
1016
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97
1017
$3K ﹤0.01%
+276
1018
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74
1019
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59
1020
$3K ﹤0.01%
+59
1021
$3K ﹤0.01%
111
+69
1022
$3K ﹤0.01%
37
-266
1023
$3K ﹤0.01%
19
1024
$3K ﹤0.01%
+250
1025
$3K ﹤0.01%
+99
39 40
41
42 43