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
1026
$19.7K ﹤0.01%
374
1027
$19.7K ﹤0.01%
810
-13
1028
$19.7K ﹤0.01%
252
+98
1029
$19.6K ﹤0.01%
223
-21
1030
$19.6K ﹤0.01%
345
+98
1031
$19.5K ﹤0.01%
662
1032
$19.5K ﹤0.01%
729
+459
1033
$19.3K ﹤0.01%
92
+7
1034
$19.3K ﹤0.01%
1,005
-366
1035
$19.2K ﹤0.01%
+137
1036
$19.2K ﹤0.01%
375
1037
$19.1K ﹤0.01%
80
+71
1038
$19K ﹤0.01%
484
+215
1039
$19K ﹤0.01%
121
-157
1040
$18.8K ﹤0.01%
+2,647
1041
$18.8K ﹤0.01%
1,113
-170
1042
$18.8K ﹤0.01%
+108
1043
$18.8K ﹤0.01%
192
+52
1044
$18.8K ﹤0.01%
583
-104
1045
$18.7K ﹤0.01%
840
+249
1046
$18.7K ﹤0.01%
237
+215
1047
$18.7K ﹤0.01%
3,873
+899
1048
$18.7K ﹤0.01%
149
+13
1049
$18.5K ﹤0.01%
648
+369
1050
$18.5K ﹤0.01%
223
-24
40 41
42
43 44