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
1151
$8.21K ﹤0.01%
+246
1152
$8.13K ﹤0.01%
220
-72
1153
$8.12K ﹤0.01%
62
1154
$8.12K ﹤0.01%
810
+169
1155
$8.09K ﹤0.01%
308
1156
$8.06K ﹤0.01%
997
1157
$8.04K ﹤0.01%
46
+13
1158
$8.01K ﹤0.01%
301
+147
1159
$8.01K ﹤0.01%
924
-142
1160
$7.99K ﹤0.01%
237
-85
1161
$7.97K ﹤0.01%
+700
1162
$7.97K ﹤0.01%
50
-4
1163
$7.96K ﹤0.01%
266
+105
1164
$7.86K ﹤0.01%
216
+37
1165
$7.83K ﹤0.01%
27
1166
$7.81K ﹤0.01%
405
-70
1167
$7.79K ﹤0.01%
118
1168
$7.76K ﹤0.01%
36
-14
1169
$7.74K ﹤0.01%
136
+24
1170
$7.74K ﹤0.01%
230
+172
1171
$7.63K ﹤0.01%
225
-1,202
1172
$7.62K ﹤0.01%
223
-37
1173
$7.59K ﹤0.01%
70
1174
$7.58K ﹤0.01%
+222
1175
$7.56K ﹤0.01%
70
+9
45 46
47
48 49