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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$1K ﹤0.01%
2
-5
1402
$1K ﹤0.01%
12
-2
1403
$1K ﹤0.01%
+10
1404
$1K ﹤0.01%
+22
1405
$1K ﹤0.01%
81
+4
1406
$1K ﹤0.01%
+4
1407
$1K ﹤0.01%
+3
1408
$1K ﹤0.01%
+45
1409
$1K ﹤0.01%
+19
1410
$1K ﹤0.01%
39
-67
1411
$1K ﹤0.01%
+74
1412
$1K ﹤0.01%
14
1413
$1K ﹤0.01%
18
-10
1414
$1K ﹤0.01%
51
1415
$1K ﹤0.01%
+11
1416
$1K ﹤0.01%
+55
1417
$1K ﹤0.01%
22
1418
$1K ﹤0.01%
+20
1419
$1K ﹤0.01%
+63
1420
$1K ﹤0.01%
+11
1421
$1K ﹤0.01%
26
1422
$1K ﹤0.01%
9
+3
1423
$1K ﹤0.01%
+13
1424
$1K ﹤0.01%
+19
1425
$1K ﹤0.01%
+17
55 56
57
58 59