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
1401
$3.86K ﹤0.01%
174
+19
1402
$3.84K ﹤0.01%
237
+214
1403
$3.84K ﹤0.01%
148
+120
1404
$3.83K ﹤0.01%
37
1405
$3.8K ﹤0.01%
60
1406
$3.8K ﹤0.01%
174
+13
1407
$3.79K ﹤0.01%
245
1408
$3.79K ﹤0.01%
113
-27
1409
$3.79K ﹤0.01%
140
1410
$3.77K ﹤0.01%
380
+273
1411
$3.73K ﹤0.01%
319
1412
$3.73K ﹤0.01%
21
+1
1413
$3.73K ﹤0.01%
50
-11
1414
$3.72K ﹤0.01%
103
-10
1415
$3.71K ﹤0.01%
77
1416
$3.71K ﹤0.01%
50
1417
$3.7K ﹤0.01%
140
-81
1418
$3.67K ﹤0.01%
60
-24
1419
$3.66K ﹤0.01%
157
+46
1420
$3.65K ﹤0.01%
183
+59
1421
$3.63K ﹤0.01%
+91
1422
$3.62K ﹤0.01%
+72
1423
$3.61K ﹤0.01%
49
-8
1424
$3.61K ﹤0.01%
7
1425
$3.6K ﹤0.01%
+195
55 56
57
58 59