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
1026
$3K ﹤0.01%
62
1027
$3K ﹤0.01%
26
+7
1028
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70
+18
1029
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40
+29
1030
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93
-19
1031
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72
+9
1032
$3K ﹤0.01%
39
+19
1033
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33
-6
1034
$3K ﹤0.01%
43
-26
1035
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37
+9
1036
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54
1037
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59
+16
1038
$3K ﹤0.01%
112
+79
1039
$3K ﹤0.01%
27
-10
1040
$3K ﹤0.01%
+25
1041
$3K ﹤0.01%
113
+80
1042
$3K ﹤0.01%
85
+55
1043
$3K ﹤0.01%
+90
1044
$3K ﹤0.01%
+170
1045
$3K ﹤0.01%
723
1046
$3K ﹤0.01%
84
+2
1047
$3K ﹤0.01%
+15
1048
$3K ﹤0.01%
45
1049
$3K ﹤0.01%
117
+85
1050
$3K ﹤0.01%
57
40 41
42
43 44