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
101
$7.84M 0.23%
52,809
+1,796
102
$7.52M 0.22%
22,088
+15,832
103
$7.46M 0.22%
66,836
-861
104
$7.35M 0.21%
79,944
-4,105
105
$7.2M 0.21%
300,248
-62,459
106
$7.13M 0.21%
36,514
-7,921
107
$6.63M 0.19%
18,818
-678
108
$6.61M 0.19%
35,482
-2,104
109
$6.57M 0.19%
59,885
-1,132
110
$6.48M 0.19%
11,579
-26,787
111
$6.46M 0.19%
59,125
+3,843
112
$6.43M 0.19%
12,646
-1,296
113
$6.39M 0.18%
38,804
+1,282
114
$6.32M 0.18%
60,180
+7,198
115
$6.32M 0.18%
11,522
+346
116
$6.29M 0.18%
96,412
+4,873
117
$6.05M 0.18%
34,436
+2,448
118
$6.03M 0.17%
78,787
+257
119
$5.99M 0.17%
42,387
+3,078
120
$5.97M 0.17%
134,746
-3,416
121
$5.95M 0.17%
99,597
-9,583
122
$5.89M 0.17%
191,794
+22,142
123
$5.86M 0.17%
83,210
+5,776
124
$5.72M 0.17%
36,055
-1,952
125
$5.7M 0.16%
57,761
-49,609
3 4
5
6 7