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
1001
$21.3K ﹤0.01%
189
+79
1002
$21.2K ﹤0.01%
486
+240
1003
$21.2K ﹤0.01%
87
+22
1004
$21.1K ﹤0.01%
363
+259
1005
$21.1K ﹤0.01%
164
1006
$21K ﹤0.01%
121
+72
1007
$20.9K ﹤0.01%
106
+34
1008
$20.9K ﹤0.01%
1,457
+750
1009
$20.6K ﹤0.01%
664
+246
1010
$20.5K ﹤0.01%
328
1011
$20.5K ﹤0.01%
353
+53
1012
$20.5K ﹤0.01%
180
+46
1013
$20.2K ﹤0.01%
1,806
-1,905
1014
$20.2K ﹤0.01%
915
1015
$20.2K ﹤0.01%
646
-351
1016
$20.1K ﹤0.01%
314
-68
1017
$20.1K ﹤0.01%
111
+1
1018
$20.1K ﹤0.01%
1,746
-32,954
1019
$20K ﹤0.01%
1,589
+244
1020
$20K ﹤0.01%
1,291
+516
1021
$20K ﹤0.01%
1,489
-433
1022
$20K ﹤0.01%
35
-10
1023
$20K ﹤0.01%
380
-780
1024
$19.8K ﹤0.01%
140
+70
1025
$19.8K ﹤0.01%
182
+71
39 40
41
42 43