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
1201
$12.8K ﹤0.01%
377
-9
1202
$12.8K ﹤0.01%
114
+39
1203
$12.7K ﹤0.01%
456
+193
1204
$12.7K ﹤0.01%
165
+156
1205
$12.6K ﹤0.01%
198
-50
1206
$12.6K ﹤0.01%
664
-19
1207
$12.6K ﹤0.01%
157
+58
1208
$12.6K ﹤0.01%
636
-4,506
1209
$12.6K ﹤0.01%
319
+141
1210
$12.6K ﹤0.01%
67
+23
1211
$12.5K ﹤0.01%
237
1212
$12.5K ﹤0.01%
431
+334
1213
$12.4K ﹤0.01%
83
+6
1214
$12.4K ﹤0.01%
150
+35
1215
$12.4K ﹤0.01%
1,181
+591
1216
$12.4K ﹤0.01%
204
-150
1217
$12.4K ﹤0.01%
270
+9
1218
$12.4K ﹤0.01%
767
+355
1219
$12.4K ﹤0.01%
409
+361
1220
$12.3K ﹤0.01%
1,168
+227
1221
$12.3K ﹤0.01%
56
+26
1222
$12.3K ﹤0.01%
238
+133
1223
$12.3K ﹤0.01%
211
-22
1224
$12.2K ﹤0.01%
633
+208
1225
$12.2K ﹤0.01%
1,000
47 48
49
50 51