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
1101
$16.4K ﹤0.01%
1,414
+1,132
1102
$16.4K ﹤0.01%
952
-66
1103
$16.4K ﹤0.01%
43
+2
1104
$16.4K ﹤0.01%
427
+66
1105
$16.4K ﹤0.01%
244
-6
1106
$16.3K ﹤0.01%
17
+1
1107
$16.3K ﹤0.01%
556
+522
1108
$16.3K ﹤0.01%
62
+32
1109
$16.3K ﹤0.01%
1,543
+1,415
1110
$16.2K ﹤0.01%
275
+54
1111
$16.2K ﹤0.01%
1,067
-6
1112
$16.2K ﹤0.01%
476
-1,637
1113
$16.1K ﹤0.01%
547
-219
1114
$16.1K ﹤0.01%
128
+83
1115
$16.1K ﹤0.01%
1,078
-344
1116
$16.1K ﹤0.01%
138
+132
1117
$16.1K ﹤0.01%
485
+375
1118
$15.9K ﹤0.01%
320
+152
1119
$15.9K ﹤0.01%
101
+2
1120
$15.7K ﹤0.01%
206
+84
1121
$15.7K ﹤0.01%
1,066
+674
1122
$15.7K ﹤0.01%
128
+44
1123
$15.7K ﹤0.01%
1,070
+715
1124
$15.6K ﹤0.01%
291
-154
1125
$15.6K ﹤0.01%
510
-163
43 44
45
46 47