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
1226
$6.55K ﹤0.01%
145
+25
1227
$6.53K ﹤0.01%
165
+90
1228
$6.51K ﹤0.01%
104
+16
1229
$6.5K ﹤0.01%
1,040
+173
1230
$6.49K ﹤0.01%
588
+576
1231
$6.49K ﹤0.01%
196
+104
1232
$6.49K ﹤0.01%
172
+8
1233
$6.46K ﹤0.01%
459
+51
1234
$6.46K ﹤0.01%
187
-60
1235
$6.37K ﹤0.01%
206
-20
1236
$6.37K ﹤0.01%
494
+53
1237
$6.34K ﹤0.01%
69
-2
1238
$6.29K ﹤0.01%
53
1239
$6.29K ﹤0.01%
274
+28
1240
$6.29K ﹤0.01%
34
+9
1241
$6.29K ﹤0.01%
110
1242
$6.29K ﹤0.01%
116
-5
1243
$6.28K ﹤0.01%
26
+4
1244
$6.26K ﹤0.01%
102
-17
1245
$6.26K ﹤0.01%
369
-97
1246
$6.21K ﹤0.01%
542
+455
1247
$6.2K ﹤0.01%
52
+9
1248
$6.07K ﹤0.01%
44
+2
1249
$6.07K ﹤0.01%
316
-31
1250
$6.06K ﹤0.01%
+120
48 49
50
51 52