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
1001
$12.7K ﹤0.01%
181
+20
1002
$12.7K ﹤0.01%
256
+17
1003
$12.7K ﹤0.01%
97
+39
1004
$12.6K ﹤0.01%
137
+36
1005
$12.6K ﹤0.01%
67
1006
$12.5K ﹤0.01%
42
-1
1007
$12.3K ﹤0.01%
143
+5
1008
$12.3K ﹤0.01%
160
+130
1009
$12.3K ﹤0.01%
239
1010
$12.3K ﹤0.01%
443
-5
1011
$12.2K ﹤0.01%
39
+33
1012
$12.2K ﹤0.01%
+337
1013
$12.2K ﹤0.01%
240
-74
1014
$12.2K ﹤0.01%
145
1015
$12.2K ﹤0.01%
162
1016
$12.2K ﹤0.01%
79
1017
$12.2K ﹤0.01%
128
+71
1018
$12.1K ﹤0.01%
260
+44
1019
$12.1K ﹤0.01%
548
-540
1020
$12.1K ﹤0.01%
989
+965
1021
$12.1K ﹤0.01%
133
1022
$12.1K ﹤0.01%
172
+10
1023
$12.1K ﹤0.01%
252
1024
$12K ﹤0.01%
1,752
+1,710
1025
$12K ﹤0.01%
131
-4,554
39 40
41
42 43