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
1126
$2K ﹤0.01%
32
+20
1127
$2K ﹤0.01%
+62
1128
$2K ﹤0.01%
+27
1129
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+20
1130
$2K ﹤0.01%
348
+92
1131
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+84
1132
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+44
1133
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+11
1134
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68
1135
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18
-19
1136
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+263
1137
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311
1138
$2K ﹤0.01%
537
1139
$2K ﹤0.01%
220
1140
$2K ﹤0.01%
8,700
1141
$2K ﹤0.01%
4
1142
$2K ﹤0.01%
+67
1143
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32
-16
1144
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9
+4
1145
$2K ﹤0.01%
133
-16
1146
$2K ﹤0.01%
+46
1147
$2K ﹤0.01%
90
1148
$2K ﹤0.01%
+100
1149
$2K ﹤0.01%
21
+11
1150
$2K ﹤0.01%
16
-48
44 45
46
47 48