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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$2K ﹤0.01%
8,700
1077
$2K ﹤0.01%
3
+1
1078
$1K ﹤0.01%
+22
1079
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+23
1080
$1K ﹤0.01%
256
1081
$1K ﹤0.01%
+46
1082
$1K ﹤0.01%
19
-1
1083
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311
1084
$1K ﹤0.01%
26
1085
$1K ﹤0.01%
+26
1086
$1K ﹤0.01%
40
-23
1087
$1K ﹤0.01%
36
1088
$1K ﹤0.01%
+28
1089
$1K ﹤0.01%
24
1090
$1K ﹤0.01%
+54
1091
$1K ﹤0.01%
16
1092
$1K ﹤0.01%
1,300
1093
$1K ﹤0.01%
+10
1094
$1K ﹤0.01%
+9
1095
$1K ﹤0.01%
11
1096
$1K ﹤0.01%
+119
1097
$1K ﹤0.01%
22
+9
1098
$1K ﹤0.01%
28
1099
$1K ﹤0.01%
+3
1100
$1K ﹤0.01%
+12
42 43
44
45 46