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
1051
$3K ﹤0.01%
+153
1052
$3K ﹤0.01%
514
1053
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82
+71
1054
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138
-262
1055
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43
-8,701
1056
$3K ﹤0.01%
+108
1057
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257
-1,088
1058
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+52
1059
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+47
1060
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57
+14
1061
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27
+6
1063
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17
+5
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$3K ﹤0.01%
+42
1065
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86
1067
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1068
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21
+9
1069
$3K ﹤0.01%
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1070
$3K ﹤0.01%
67
+18
1071
$3K ﹤0.01%
13
-27
1072
$3K ﹤0.01%
+89
1073
$3K ﹤0.01%
44
-5
1074
$3K ﹤0.01%
52
1075
$3K ﹤0.01%
127
41 42
43
44 45