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
1326
$4.83K ﹤0.01%
89
1327
$4.81K ﹤0.01%
49
1328
$4.79K ﹤0.01%
332
+40
1329
$4.79K ﹤0.01%
210
1330
$4.79K ﹤0.01%
57
-2
1331
$4.79K ﹤0.01%
108
1332
$4.76K ﹤0.01%
36
1333
$4.76K ﹤0.01%
+195
1334
$4.76K ﹤0.01%
+17
1335
$4.74K ﹤0.01%
239
+227
1336
$4.73K ﹤0.01%
169
1337
$4.72K ﹤0.01%
200
1338
$4.72K ﹤0.01%
+97
1339
$4.65K ﹤0.01%
122
-44
1340
$4.64K ﹤0.01%
82
1341
$4.64K ﹤0.01%
+121
1342
$4.61K ﹤0.01%
21
1343
$4.6K ﹤0.01%
1,258
1344
$4.59K ﹤0.01%
133
-38
1345
$4.58K ﹤0.01%
203
-5
1346
$4.58K ﹤0.01%
55
+20
1347
$4.53K ﹤0.01%
182
-630
1348
$4.52K ﹤0.01%
82
-20
1349
$4.51K ﹤0.01%
82
+71
1350
$4.51K ﹤0.01%
44
-2
52 53
54
55 56