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
1026
$12K ﹤0.01%
72
+6
1027
$11.9K ﹤0.01%
149
-16
1028
$11.9K ﹤0.01%
38
+15
1029
$11.9K ﹤0.01%
17
+5
1030
$11.9K ﹤0.01%
512
+15
1031
$11.8K ﹤0.01%
111
+44
1032
$11.8K ﹤0.01%
108
1033
$11.8K ﹤0.01%
439
+429
1034
$11.8K ﹤0.01%
215
1035
$11.8K ﹤0.01%
81
1036
$11.7K ﹤0.01%
163
+8
1037
$11.7K ﹤0.01%
67
+16
1038
$11.7K ﹤0.01%
33
+24
1039
$11.6K ﹤0.01%
321
+35
1040
$11.6K ﹤0.01%
492
+299
1041
$11.6K ﹤0.01%
375
-38
1042
$11.6K ﹤0.01%
202
1043
$11.6K ﹤0.01%
438
+2
1044
$11.5K ﹤0.01%
237
1045
$11.5K ﹤0.01%
83
+7
1046
$11.5K ﹤0.01%
399
+267
1047
$11.4K ﹤0.01%
424
+414
1048
$11.4K ﹤0.01%
107
+64
1049
$11.4K ﹤0.01%
379
+29
1050
$11.4K ﹤0.01%
109
+27