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
1101
$9.72K ﹤0.01%
104
-36
1102
$9.69K ﹤0.01%
85
1103
$9.67K ﹤0.01%
75
+16
1104
$9.63K ﹤0.01%
100
+31
1105
$9.6K ﹤0.01%
78
+16
1106
$9.59K ﹤0.01%
710
-2,643
1107
$9.55K ﹤0.01%
152
-4
1108
$9.54K ﹤0.01%
221
-168
1109
$9.54K ﹤0.01%
275
+9
1110
$9.48K ﹤0.01%
1,452
+25
1111
$9.48K ﹤0.01%
39
+1
1112
$9.46K ﹤0.01%
58
+25
1113
$9.46K ﹤0.01%
79
+4
1114
$9.43K ﹤0.01%
182
+94
1115
$9.4K ﹤0.01%
238
-22
1116
$9.39K ﹤0.01%
86
1117
$9.39K ﹤0.01%
289
-15
1118
$9.36K ﹤0.01%
+1,689
1119
$9.25K ﹤0.01%
196
-31,596
1120
$9.23K ﹤0.01%
234
-13
1121
$9.18K ﹤0.01%
102
+9
1122
$9.16K ﹤0.01%
163
+68
1123
$9.1K ﹤0.01%
168
-3
1124
$9.1K ﹤0.01%
+50
1125
$9.04K ﹤0.01%
+344
43 44
45
46 47