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
1176
$13.4K ﹤0.01%
275
+151
1177
$13.4K ﹤0.01%
171
-24
1178
$13.4K ﹤0.01%
555
+98
1179
$13.4K ﹤0.01%
4,680
1180
$13.3K ﹤0.01%
113
+12
1181
$13.3K ﹤0.01%
104
+45
1182
$13.3K ﹤0.01%
365
+168
1183
$13.2K ﹤0.01%
126
+40
1184
$13.2K ﹤0.01%
297
-240
1185
$13.2K ﹤0.01%
+378
1186
$13.2K ﹤0.01%
2,500
+400
1187
$13.2K ﹤0.01%
182
+14
1188
$13.1K ﹤0.01%
205
+204
1189
$13.1K ﹤0.01%
821
+9
1190
$13.1K ﹤0.01%
336
+35
1191
$13.1K ﹤0.01%
669
+211
1192
$13.1K ﹤0.01%
436
-51
1193
$13K ﹤0.01%
94
+46
1194
$12.9K ﹤0.01%
+486
1195
$12.9K ﹤0.01%
1,185
1196
$12.9K ﹤0.01%
44
+14
1197
$12.9K ﹤0.01%
158
+119
1198
$12.9K ﹤0.01%
390
1199
$12.9K ﹤0.01%
196
+31
1200
$12.8K ﹤0.01%
100
+14
46 47
48
49 50