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
1051
$11.3K ﹤0.01%
62
-18
1052
$11.3K ﹤0.01%
98
-15
1053
$11.3K ﹤0.01%
206
+56
1054
$11.3K ﹤0.01%
558
+102
1055
$11.3K ﹤0.01%
+534
1056
$11.3K ﹤0.01%
158
-3
1057
$11.3K ﹤0.01%
91
+3
1058
$11.2K ﹤0.01%
1,185
-607
1059
$11.2K ﹤0.01%
606
-2
1060
$11K ﹤0.01%
128
+9
1061
$11K ﹤0.01%
118
1062
$11K ﹤0.01%
393
1063
$10.9K ﹤0.01%
168
-6
1064
$10.9K ﹤0.01%
171
-5
1065
$10.8K ﹤0.01%
47
+13
1066
$10.8K ﹤0.01%
304
+8
1067
$10.8K ﹤0.01%
568
+168
1068
$10.7K ﹤0.01%
177
+47
1069
$10.7K ﹤0.01%
289
-22
1070
$10.7K ﹤0.01%
285
1071
$10.6K ﹤0.01%
+208
1072
$10.5K ﹤0.01%
260
+127
1073
$10.5K ﹤0.01%
233
+128
1074
$10.5K ﹤0.01%
59
+19
1075
$10.5K ﹤0.01%
82
-28
41 42
43
44 45