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
1126
$15.4K ﹤0.01%
1,287
+129
1127
$15.4K ﹤0.01%
175
+13
1128
$15.4K ﹤0.01%
777
-113
1129
$15.3K ﹤0.01%
744
+194
1130
$15.3K ﹤0.01%
338
+274
1131
$15.2K ﹤0.01%
65
+51
1132
$15.2K ﹤0.01%
315
+161
1133
$15.2K ﹤0.01%
322
+92
1134
$15.2K ﹤0.01%
129
-3
1135
$15.1K ﹤0.01%
103
+3
1136
$15K ﹤0.01%
142
-72
1137
$15K ﹤0.01%
143
+28
1138
$15K ﹤0.01%
246
-14
1139
$15K ﹤0.01%
202
+20
1140
$14.9K ﹤0.01%
169
+9
1141
$14.9K ﹤0.01%
473
+115
1142
$14.8K ﹤0.01%
731
-159
1143
$14.8K ﹤0.01%
489
+156
1144
$14.8K ﹤0.01%
168
+91
1145
$14.8K ﹤0.01%
227
1146
$14.7K ﹤0.01%
293
1147
$14.7K ﹤0.01%
287
-223
1148
$14.7K ﹤0.01%
145
+82
1149
$14.6K ﹤0.01%
162
-3
1150
$14.6K ﹤0.01%
469
44 45
46
47 48