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
1376
$4.2K ﹤0.01%
+118
1377
$4.19K ﹤0.01%
44
+33
1378
$4.19K ﹤0.01%
321
-4
1379
$4.17K ﹤0.01%
20
+17
1380
$4.17K ﹤0.01%
367
+326
1381
$4.17K ﹤0.01%
+111
1382
$4.16K ﹤0.01%
411
+190
1383
$4.13K ﹤0.01%
34
+8
1384
$4.12K ﹤0.01%
+115
1385
$4.11K ﹤0.01%
33
+5
1386
$4.03K ﹤0.01%
43
1387
$4.01K ﹤0.01%
57
1388
$4K ﹤0.01%
+140
1389
$3.99K ﹤0.01%
46
-7
1390
$3.99K ﹤0.01%
189
1391
$3.96K ﹤0.01%
300
1392
$3.95K ﹤0.01%
151
+7
1393
$3.92K ﹤0.01%
208
-18
1394
$3.91K ﹤0.01%
+1,083
1395
$3.9K ﹤0.01%
409
1396
$3.89K ﹤0.01%
47
+1
1397
$3.88K ﹤0.01%
97
1398
$3.88K ﹤0.01%
200
1399
$3.87K ﹤0.01%
42
1400
$3.87K ﹤0.01%
79
+34
54 55
56
57 58