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
1301
$9.86K ﹤0.01%
213
-450
1302
$9.85K ﹤0.01%
214
-12
1303
$9.82K ﹤0.01%
179
+28
1304
$9.81K ﹤0.01%
274
+94
1305
$9.72K ﹤0.01%
326
+102
1306
$9.72K ﹤0.01%
222
-200
1307
$9.7K ﹤0.01%
255
+27
1308
$9.68K ﹤0.01%
141
1309
$9.59K ﹤0.01%
295
+242
1310
$9.52K ﹤0.01%
104
-38
1311
$9.51K ﹤0.01%
1,157
+573
1312
$9.49K ﹤0.01%
+969
1313
$9.45K ﹤0.01%
296
-55
1314
$9.44K ﹤0.01%
440
+197
1315
$9.43K ﹤0.01%
259
1316
$9.41K ﹤0.01%
163
1317
$9.41K ﹤0.01%
238
1318
$9.4K ﹤0.01%
785
-4,259
1319
$9.38K ﹤0.01%
52
+26
1320
$9.37K ﹤0.01%
94
+15
1321
$9.35K ﹤0.01%
193
+119
1322
$9.33K ﹤0.01%
268
+111
1323
$9.32K ﹤0.01%
244
-172
1324
$9.3K ﹤0.01%
67
+2
1325
$9.29K ﹤0.01%
529
+500
51 52
53
54 55