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
1401
$7.54K ﹤0.01%
436
-24
1402
$7.5K ﹤0.01%
119
+100
1403
$7.47K ﹤0.01%
+225
1404
$7.46K ﹤0.01%
93
+13
1405
$7.46K ﹤0.01%
101
-33
1406
$7.46K ﹤0.01%
134
-7
1407
$7.45K ﹤0.01%
48
1408
$7.42K ﹤0.01%
340
+228
1409
$7.41K ﹤0.01%
172
+152
1410
$7.41K ﹤0.01%
43
+15
1411
$7.4K ﹤0.01%
172
1412
$7.34K ﹤0.01%
160
+145
1413
$7.33K ﹤0.01%
294
+258
1414
$7.31K ﹤0.01%
140
+122
1415
$7.31K ﹤0.01%
94
-11
1416
$7.3K ﹤0.01%
379
+311
1417
$7.3K ﹤0.01%
102
+78
1418
$7.29K ﹤0.01%
551
+22
1419
$7.29K ﹤0.01%
22
+12
1420
$7.27K ﹤0.01%
318
+218
1421
$7.26K ﹤0.01%
1,161
+102
1422
$7.23K ﹤0.01%
116
+103
1423
$7.22K ﹤0.01%
44
-6
1424
$7.21K ﹤0.01%
140
+38
1425
$7.16K ﹤0.01%
48
55 56
57
58 59