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
1201
$7.05K ﹤0.01%
113
1202
$7.04K ﹤0.01%
415
+392
1203
$6.99K ﹤0.01%
290
+95
1204
$6.95K ﹤0.01%
+227
1205
$6.95K ﹤0.01%
155
1206
$6.93K ﹤0.01%
59
+25
1207
$6.92K ﹤0.01%
346
1208
$6.88K ﹤0.01%
279
+150
1209
$6.88K ﹤0.01%
182
+49
1210
$6.84K ﹤0.01%
157
1211
$6.84K ﹤0.01%
30
+1
1212
$6.81K ﹤0.01%
100
1213
$6.78K ﹤0.01%
35
-8
1214
$6.77K ﹤0.01%
45
-17
1215
$6.76K ﹤0.01%
295
1216
$6.74K ﹤0.01%
9,724
-34,376
1217
$6.72K ﹤0.01%
47
-36
1218
$6.71K ﹤0.01%
1,394
-793
1219
$6.7K ﹤0.01%
88
+33
1220
$6.66K ﹤0.01%
204
+6
1221
$6.62K ﹤0.01%
43
+2
1222
$6.61K ﹤0.01%
133
+105
1223
$6.61K ﹤0.01%
78
1224
$6.58K ﹤0.01%
88
+15
1225
$6.56K ﹤0.01%
42
-4
47 48
49
50 51