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
1351
$8.68K ﹤0.01%
76
-17
1352
$8.66K ﹤0.01%
127
+13
1353
$8.64K ﹤0.01%
1,452
1354
$8.63K ﹤0.01%
252
1355
$8.62K ﹤0.01%
486
+88
1356
$8.62K ﹤0.01%
122
1357
$8.6K ﹤0.01%
103
-11
1358
$8.56K ﹤0.01%
258
1359
$8.49K ﹤0.01%
173
+118
1360
$8.46K ﹤0.01%
109
+77
1361
$8.42K ﹤0.01%
38
-13
1362
$8.42K ﹤0.01%
227
1363
$8.37K ﹤0.01%
63
+14
1364
$8.34K ﹤0.01%
231
-126
1365
$8.31K ﹤0.01%
395
+364
1366
$8.29K ﹤0.01%
277
-6
1367
$8.28K ﹤0.01%
333
+288
1368
$8.26K ﹤0.01%
602
+555
1369
$8.26K ﹤0.01%
240
+122
1370
$8.2K ﹤0.01%
194
+38
1371
$8.2K ﹤0.01%
55
+30
1372
$8.18K ﹤0.01%
666
+303
1373
$8.13K ﹤0.01%
311
+161
1374
$8.09K ﹤0.01%
271
-5
1375
$8.07K ﹤0.01%
172
+97
53 54
55
56 57