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
1051
$18.5K ﹤0.01%
164
+36
1052
$18.4K ﹤0.01%
808
1053
$18.4K ﹤0.01%
865
-688
1054
$18.4K ﹤0.01%
229
+23
1055
$18.3K ﹤0.01%
143
+63
1056
$18.3K ﹤0.01%
4,824
1057
$18.2K ﹤0.01%
104
+29
1058
$18.2K ﹤0.01%
358
+64
1059
$18.2K ﹤0.01%
+90
1060
$18.1K ﹤0.01%
501
+271
1061
$18.1K ﹤0.01%
350
+77
1062
$18.1K ﹤0.01%
140
-11
1063
$18.1K ﹤0.01%
501
-199
1064
$18K ﹤0.01%
58
+41
1065
$18K ﹤0.01%
1,609
1066
$17.9K ﹤0.01%
118
+28
1067
$17.9K ﹤0.01%
405
-7
1068
$17.8K ﹤0.01%
2,225
1069
$17.7K ﹤0.01%
280
+195
1070
$17.7K ﹤0.01%
976
+305
1071
$17.7K ﹤0.01%
562
-122
1072
$17.6K ﹤0.01%
229
-122
1073
$17.4K ﹤0.01%
108
+74
1074
$17.4K ﹤0.01%
133
-41
1075
$17.4K ﹤0.01%
1,546
+384
41 42
43
44 45