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
1076
$10.4K ﹤0.01%
636
+145
1077
$10.4K ﹤0.01%
98
-14
1078
$10.3K ﹤0.01%
86
+14
1079
$10.3K ﹤0.01%
338
1080
$10.3K ﹤0.01%
110
+19
1081
$10.3K ﹤0.01%
137
+8
1082
$10.3K ﹤0.01%
1,350
1083
$10.3K ﹤0.01%
+1,000
1084
$10.2K ﹤0.01%
256
+40
1085
$10.2K ﹤0.01%
522
+12
1086
$10.2K ﹤0.01%
234
+46
1087
$10.2K ﹤0.01%
161
-69
1088
$10.2K ﹤0.01%
82
1089
$10.1K ﹤0.01%
107
+24
1090
$10.1K ﹤0.01%
177
-2
1091
$10.1K ﹤0.01%
245
-8
1092
$10.1K ﹤0.01%
482
+241
1093
$10.1K ﹤0.01%
82
+3
1094
$9.98K ﹤0.01%
1,200
+325
1095
$9.96K ﹤0.01%
526
-6
1096
$9.93K ﹤0.01%
746
+106
1097
$9.92K ﹤0.01%
134
+1
1098
$9.9K ﹤0.01%
158
+148
1099
$9.84K ﹤0.01%
364
+332
1100
$9.75K ﹤0.01%
612
-22
42 43
44
45 46