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
1251
$6.04K ﹤0.01%
102
+51
1252
$6.01K ﹤0.01%
210
-93
1253
$6K ﹤0.01%
88
+52
1254
$5.94K ﹤0.01%
88
+2
1255
$5.92K ﹤0.01%
50
+2
1256
$5.92K ﹤0.01%
41
1257
$5.89K ﹤0.01%
86
+15
1258
$5.87K ﹤0.01%
75
-1,040
1259
$5.87K ﹤0.01%
85
1260
$5.87K ﹤0.01%
24
+19
1261
$5.87K ﹤0.01%
35
1262
$5.87K ﹤0.01%
21
+2
1263
$5.85K ﹤0.01%
641
+29
1264
$5.84K ﹤0.01%
474
+454
1265
$5.8K ﹤0.01%
+213
1266
$5.79K ﹤0.01%
144
+110
1267
$5.78K ﹤0.01%
73
+50
1268
$5.75K ﹤0.01%
680
+196
1269
$5.74K ﹤0.01%
112
+20
1270
$5.73K ﹤0.01%
79
+71
1271
$5.73K ﹤0.01%
64
+12
1272
$5.69K ﹤0.01%
107
+96
1273
$5.67K ﹤0.01%
30
1274
$5.64K ﹤0.01%
64
+55
1275
$5.62K ﹤0.01%
74
+11
49 50
51
52 53