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
1226
$2K ﹤0.01%
+40
1227
$2K ﹤0.01%
46
-2
1228
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34
-138
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+12
1230
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155
-1,433
1231
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285
1232
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171
+116
1233
$1K ﹤0.01%
7
+3
1234
$1K ﹤0.01%
+42
1235
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+44
1236
$1K ﹤0.01%
5
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1237
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24
1238
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+8
1239
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+20
1240
$1K ﹤0.01%
+16
1241
$1K ﹤0.01%
+3
1242
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+4
1243
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106
1244
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37
-10
1245
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13
-439
1246
$1K ﹤0.01%
40
1247
$1K ﹤0.01%
+6
1248
$1K ﹤0.01%
+23
1249
$1K ﹤0.01%
7
-27
1250
$1K ﹤0.01%
+58
48 49
50
51 52