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
1126
$9.04K ﹤0.01%
+770
1127
$9.04K ﹤0.01%
651
+526
1128
$9.02K ﹤0.01%
572
1129
$8.98K ﹤0.01%
158
+1
1130
$8.97K ﹤0.01%
91
+50
1131
$8.96K ﹤0.01%
63
+38
1132
$8.95K ﹤0.01%
1,006
-14
1133
$8.94K ﹤0.01%
159
-3
1134
$8.89K ﹤0.01%
360
-176
1135
$8.85K ﹤0.01%
44
+1
1136
$8.82K ﹤0.01%
72
+47
1137
$8.78K ﹤0.01%
87
1138
$8.73K ﹤0.01%
445
+394
1139
$8.71K ﹤0.01%
88
+8
1140
$8.69K ﹤0.01%
+230
1141
$8.68K ﹤0.01%
357
+26
1142
$8.67K ﹤0.01%
84
+8
1143
$8.6K ﹤0.01%
+299
1144
$8.55K ﹤0.01%
118
+55
1145
$8.51K ﹤0.01%
+254
1146
$8.45K ﹤0.01%
133
-2
1147
$8.42K ﹤0.01%
122
-1
1148
$8.33K ﹤0.01%
82
-192
1149
$8.33K ﹤0.01%
33
+21
1150
$8.22K ﹤0.01%
633
44 45
46
47 48