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
1326
$9.28K ﹤0.01%
316
1327
$9.28K ﹤0.01%
694
+586
1328
$9.26K ﹤0.01%
250
+4
1329
$9.25K ﹤0.01%
236
+188
1330
$9.25K ﹤0.01%
120
+64
1331
$9.24K ﹤0.01%
282
+172
1332
$9.22K ﹤0.01%
295
-57
1333
$9.19K ﹤0.01%
244
-2,259
1334
$9.18K ﹤0.01%
+494
1335
$9.18K ﹤0.01%
164
+64
1336
$9.11K ﹤0.01%
129
+114
1337
$9.02K ﹤0.01%
59
+4
1338
$8.97K ﹤0.01%
396
1339
$8.97K ﹤0.01%
98
+22
1340
$8.96K ﹤0.01%
620
+407
1341
$8.95K ﹤0.01%
+358
1342
$8.94K ﹤0.01%
170
+115
1343
$8.84K ﹤0.01%
299
+163
1344
$8.82K ﹤0.01%
94
-5
1345
$8.81K ﹤0.01%
82
+9
1346
$8.81K ﹤0.01%
365
-71
1347
$8.8K ﹤0.01%
248
+9
1348
$8.8K ﹤0.01%
105
+27
1349
$8.78K ﹤0.01%
740
+585
1350
$8.72K ﹤0.01%
+93
52 53
54
55 56