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
1301
$5.18K ﹤0.01%
727
-16
1302
$5.17K ﹤0.01%
50
-10
1303
$5.08K ﹤0.01%
841
1304
$5.07K ﹤0.01%
58
-4
1305
$5.04K ﹤0.01%
82
1306
$5.04K ﹤0.01%
103
+91
1307
$5.03K ﹤0.01%
131
+97
1308
$5.02K ﹤0.01%
89
1309
$5.02K ﹤0.01%
62
+22
1310
$5.02K ﹤0.01%
56
-14
1311
$5K ﹤0.01%
60
-2
1312
$4.97K ﹤0.01%
22
-6
1313
$4.95K ﹤0.01%
238
1314
$4.94K ﹤0.01%
123
1315
$4.93K ﹤0.01%
91
+79
1316
$4.93K ﹤0.01%
261
+2
1317
$4.89K ﹤0.01%
58
-16
1318
$4.89K ﹤0.01%
177
-17
1319
$4.89K ﹤0.01%
99
+3
1320
$4.88K ﹤0.01%
470
-15
1321
$4.87K ﹤0.01%
77
1322
$4.87K ﹤0.01%
69
+26
1323
$4.85K ﹤0.01%
214
-33
1324
$4.83K ﹤0.01%
89
-98
1325
$4.83K ﹤0.01%
345
51 52
53
54 55