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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-13
1202
– –
-17
1203
– –
-32
1204
– –
-8
1205
– –
-600
1206
– –
-700
1207
– –
-535
1208
– –
-165
1209
– –
-1
1210
– –
-90
1211
– –
-16
1212
– –
-500
1213
$0 ﹤0.01%
+9
1214
– –
-62
1215
– –
-25
1216
– –
-35
1217
– –
-5
1218
– –
-17
1219
$0 ﹤0.01%
+47
1220
– –
-47
1221
– –
-17
1222
– –
-32
1223
– –
-1,612
1224
– –
-2
1225
$0 ﹤0.01%
20
47 48
49
50 51