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
1151
$14.6K ﹤0.01%
264
+6
1152
$14.6K ﹤0.01%
393
+238
1153
$14.4K ﹤0.01%
497
1154
$14.2K ﹤0.01%
260
+113
1155
$14.2K ﹤0.01%
1,142
+1,096
1156
$14.2K ﹤0.01%
149
+94
1157
$14.2K ﹤0.01%
407
+75
1158
$14.2K ﹤0.01%
134
+1
1159
$14.1K ﹤0.01%
176
-4
1160
$14.1K ﹤0.01%
133
+29
1161
$14.1K ﹤0.01%
186
+130
1162
$14.1K ﹤0.01%
178
+6
1163
$14K ﹤0.01%
424
1164
$14K ﹤0.01%
734
+613
1165
$14K ﹤0.01%
371
+150
1166
$14K ﹤0.01%
459
-12
1167
$14K ﹤0.01%
106
+89
1168
$13.9K ﹤0.01%
295
+214
1169
$13.8K ﹤0.01%
85
+29
1170
$13.7K ﹤0.01%
140
+13
1171
$13.6K ﹤0.01%
107
+29
1172
$13.6K ﹤0.01%
235
+10
1173
$13.5K ﹤0.01%
64
+7
1174
$13.5K ﹤0.01%
328
+158
1175
$13.5K ﹤0.01%
250
+149
45 46
47
48 49