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
1226
$12.2K ﹤0.01%
135
+52
1227
$12.2K ﹤0.01%
90
1228
$12.1K ﹤0.01%
55
+27
1229
$12.1K ﹤0.01%
252
1230
$12.1K ﹤0.01%
140
+124
1231
$12.1K ﹤0.01%
345
+10
1232
$12K ﹤0.01%
1,147
+841
1233
$12K ﹤0.01%
95
+7
1234
$12K ﹤0.01%
220
+42
1235
$12K ﹤0.01%
237
1236
$11.9K ﹤0.01%
252
+221
1237
$11.9K ﹤0.01%
216
-15
1238
$11.8K ﹤0.01%
241
1239
$11.8K ﹤0.01%
67
+33
1240
$11.8K ﹤0.01%
398
+48
1241
$11.8K ﹤0.01%
220
+192
1242
$11.8K ﹤0.01%
120
+57
1243
$11.7K ﹤0.01%
803
+458
1244
$11.7K ﹤0.01%
118
1245
$11.7K ﹤0.01%
401
+176
1246
$11.7K ﹤0.01%
407
-102
1247
$11.6K ﹤0.01%
731
-4
1248
$11.6K ﹤0.01%
514
+89
1249
$11.6K ﹤0.01%
56
+27
1250
$11.6K ﹤0.01%
251
+51
48 49
50
51 52