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
1251
$11.5K ﹤0.01%
91
+44
1252
$11.4K ﹤0.01%
1,000
+976
1253
$11.4K ﹤0.01%
10,000
1254
$11.4K ﹤0.01%
306
+230
1255
$11.3K ﹤0.01%
567
+216
1256
$11.3K ﹤0.01%
470
+83
1257
$11.3K ﹤0.01%
97
+47
1258
$11.3K ﹤0.01%
60
+6
1259
$11.3K ﹤0.01%
396
+29
1260
$11.3K ﹤0.01%
226
+75
1261
$11.3K ﹤0.01%
1,270
1262
$11.2K ﹤0.01%
351
+254
1263
$11.2K ﹤0.01%
1,378
+28
1264
$11.2K ﹤0.01%
+1,014
1265
$11.2K ﹤0.01%
215
-26
1266
$11.2K ﹤0.01%
124
+6
1267
$11.2K ﹤0.01%
106
+74
1268
$11K ﹤0.01%
549
+120
1269
$11K ﹤0.01%
432
-8,615
1270
$11K ﹤0.01%
106
+20
1271
$11K ﹤0.01%
575
+261
1272
$11K ﹤0.01%
132
+107
1273
$11K ﹤0.01%
304
+269
1274
$10.9K ﹤0.01%
161
-125
1275
$10.9K ﹤0.01%
393
49 50
51
52 53