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
1376
$8.04K ﹤0.01%
302
+167
1377
$8K ﹤0.01%
113
-197
1378
$7.99K ﹤0.01%
72
+19
1379
$7.98K ﹤0.01%
41
-7
1380
$7.95K ﹤0.01%
+223
1381
$7.92K ﹤0.01%
74
-99
1382
$7.91K ﹤0.01%
262
+29
1383
$7.87K ﹤0.01%
855
-28,534
1384
$7.86K ﹤0.01%
134
+68
1385
$7.85K ﹤0.01%
1,054
+816
1386
$7.83K ﹤0.01%
+356
1387
$7.82K ﹤0.01%
121
+52
1388
$7.8K ﹤0.01%
+1,100
1389
$7.78K ﹤0.01%
79
+27
1390
$7.77K ﹤0.01%
66
+46
1391
$7.72K ﹤0.01%
103
+30
1392
$7.72K ﹤0.01%
192
+76
1393
$7.68K ﹤0.01%
230
+187
1394
$7.66K ﹤0.01%
273
+5
1395
$7.63K ﹤0.01%
+108
1396
$7.63K ﹤0.01%
341
+216
1397
$7.59K ﹤0.01%
86
+40
1398
$7.57K ﹤0.01%
85
+72
1399
$7.57K ﹤0.01%
325
-75
1400
$7.55K ﹤0.01%
31
-35
54 55
56
57 58