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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$3K ﹤0.01%
45
1102
$3K ﹤0.01%
17
1103
$3K ﹤0.01%
+627
1104
$3K ﹤0.01%
+19
1105
$2K ﹤0.01%
+25
1106
$2K ﹤0.01%
20
+14
1107
$2K ﹤0.01%
21
+8
1108
$2K ﹤0.01%
79
1109
$2K ﹤0.01%
56
+21
1110
$2K ﹤0.01%
22
+10
1111
$2K ﹤0.01%
13
+8
1112
$2K ﹤0.01%
90
1113
$2K ﹤0.01%
+96
1114
$2K ﹤0.01%
+67
1115
$2K ﹤0.01%
63
+62
1116
$2K ﹤0.01%
74
+23
1117
$2K ﹤0.01%
+59
1118
$2K ﹤0.01%
14
+3
1119
$2K ﹤0.01%
128
-20
1120
$2K ﹤0.01%
16
+6
1121
$2K ﹤0.01%
24
+13
1122
$2K ﹤0.01%
+29
1123
$2K ﹤0.01%
38
-143
1124
$2K ﹤0.01%
34
1125
$2K ﹤0.01%
142
+87
43 44
45
46 47