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
1276
$10.8K ﹤0.01%
1,797
+830
1277
$10.8K ﹤0.01%
622
+85
1278
$10.8K ﹤0.01%
+210
1279
$10.7K ﹤0.01%
396
-126
1280
$10.7K ﹤0.01%
434
1281
$10.7K ﹤0.01%
129
-3
1282
$10.6K ﹤0.01%
484
+348
1283
$10.6K ﹤0.01%
+398
1284
$10.5K ﹤0.01%
+290
1285
$10.5K ﹤0.01%
276
-54
1286
$10.5K ﹤0.01%
100
1287
$10.4K ﹤0.01%
206
-176
1288
$10.4K ﹤0.01%
1,731
+1,497
1289
$10.4K ﹤0.01%
381
+97
1290
$10.4K ﹤0.01%
79
+1
1291
$10.4K ﹤0.01%
226
+126
1292
$10.3K ﹤0.01%
153
+88
1293
$10.2K ﹤0.01%
522
1294
$10.2K ﹤0.01%
129
-8
1295
$10.1K ﹤0.01%
302
+225
1296
$10.1K ﹤0.01%
391
+16
1297
$10K ﹤0.01%
153
-16
1298
$10K ﹤0.01%
41
+15
1299
$9.91K ﹤0.01%
189
+2
1300
$9.91K ﹤0.01%
513
+107
50 51
52
53 54