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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2K ﹤0.01%
55
-152
1202
$2K ﹤0.01%
85
-47
1203
$2K ﹤0.01%
75
+58
1204
$2K ﹤0.01%
+98
1205
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175
+11
1206
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26
+2
1207
$2K ﹤0.01%
108
+44
1208
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40
1209
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+7
1210
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48
+26
1211
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16
+9
1212
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22
-4
1213
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+130
1214
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86
+44
1215
$2K ﹤0.01%
18
+5
1216
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81
1217
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11
1218
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25
1219
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17
1220
$2K ﹤0.01%
+19
1221
$2K ﹤0.01%
+19
1222
$2K ﹤0.01%
+264
1223
$2K ﹤0.01%
75
+42
1224
$2K ﹤0.01%
23
1225
$2K ﹤0.01%
39
47 48
49
50 51