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
1276
$5.59K ﹤0.01%
105
1277
$5.57K ﹤0.01%
333
-49
1278
$5.56K ﹤0.01%
63
-6
1279
$5.55K ﹤0.01%
46
+5
1280
$5.49K ﹤0.01%
856
+99
1281
$5.47K ﹤0.01%
109
+96
1282
$5.43K ﹤0.01%
161
1283
$5.41K ﹤0.01%
241
1284
$5.4K ﹤0.01%
40
-6
1285
$5.36K ﹤0.01%
45
1286
$5.33K ﹤0.01%
29
+12
1287
$5.31K ﹤0.01%
67
1288
$5.31K ﹤0.01%
251
+111
1289
$5.29K ﹤0.01%
42
-54
1290
$5.29K ﹤0.01%
124
+101
1291
$5.28K ﹤0.01%
121
+51
1292
$5.27K ﹤0.01%
542
+22
1293
$5.26K ﹤0.01%
271
+95
1294
$5.25K ﹤0.01%
82
+38
1295
$5.24K ﹤0.01%
50
1296
$5.24K ﹤0.01%
65
-4
1297
$5.22K ﹤0.01%
323
+174
1298
$5.21K ﹤0.01%
203
+40
1299
$5.2K ﹤0.01%
426
1300
$5.18K ﹤0.01%
230
+23
50 51
52
53 54