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
1176
$7.48K ﹤0.01%
207
-14
1177
$7.47K ﹤0.01%
284
+19
1178
$7.47K ﹤0.01%
202
+25
1179
$7.47K ﹤0.01%
263
+169
1180
$7.46K ﹤0.01%
87
-2
1181
$7.43K ﹤0.01%
670
+422
1182
$7.42K ﹤0.01%
165
+4
1183
$7.39K ﹤0.01%
171
+7
1184
$7.37K ﹤0.01%
163
-20
1185
$7.3K ﹤0.01%
69
-11
1186
$7.3K ﹤0.01%
+281
1187
$7.28K ﹤0.01%
232
+49
1188
$7.27K ﹤0.01%
384
1189
$7.25K ﹤0.01%
86
1190
$7.21K ﹤0.01%
200
1191
$7.2K ﹤0.01%
270
-49
1192
$7.2K ﹤0.01%
1,079
+79
1193
$7.19K ﹤0.01%
43
-3
1194
$7.17K ﹤0.01%
587
-325
1195
$7.15K ﹤0.01%
156
-28,106
1196
$7.13K ﹤0.01%
98
1197
$7.12K ﹤0.01%
241
-2
1198
$7.11K ﹤0.01%
161
+26
1199
$7.1K ﹤0.01%
131
1200
$7.08K ﹤0.01%
40
-76
46 47
48
49 50