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
1076
$17.4K ﹤0.01%
1,257
+707
1077
$17.3K ﹤0.01%
+64
1078
$17.3K ﹤0.01%
91
+8
1079
$17.3K ﹤0.01%
341
-5
1080
$17.3K ﹤0.01%
1,184
+46
1081
$17.2K ﹤0.01%
500
+423
1082
$17.2K ﹤0.01%
89
1083
$17.1K ﹤0.01%
686
-368
1084
$17.1K ﹤0.01%
477
-92
1085
$17.1K ﹤0.01%
185
+77
1086
$17.1K ﹤0.01%
345
-1
1087
$17.1K ﹤0.01%
249
+151
1088
$17K ﹤0.01%
1,055
1089
$17K ﹤0.01%
589
-52
1090
$17K ﹤0.01%
351
+277
1091
$17K ﹤0.01%
246
+16
1092
$16.9K ﹤0.01%
102
+21
1093
$16.9K ﹤0.01%
1,227
+1,216
1094
$16.8K ﹤0.01%
536
+58
1095
$16.8K ﹤0.01%
98
+30
1096
$16.7K ﹤0.01%
357
+234
1097
$16.6K ﹤0.01%
816
+198
1098
$16.5K ﹤0.01%
98
+39
1099
$16.5K ﹤0.01%
245
+221
1100
$16.5K ﹤0.01%
1,693
+546
42 43
44
45 46