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
1351
$4.49K ﹤0.01%
376
+221
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$4.38K ﹤0.01%
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$4.34K ﹤0.01%
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$4.32K ﹤0.01%
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$4.25K ﹤0.01%
1,264
-320
1371
$4.24K ﹤0.01%
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1372
$4.24K ﹤0.01%
+84
1373
$4.23K ﹤0.01%
22
+12
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$4.23K ﹤0.01%
72
+15
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$4.21K ﹤0.01%
135
-13