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
1426
$3.59K ﹤0.01%
33
+14
1427
$3.59K ﹤0.01%
95
-38
1428
$3.58K ﹤0.01%
154
-11
1429
$3.58K ﹤0.01%
56
+52
1430
$3.57K ﹤0.01%
19
-72
1431
$3.56K ﹤0.01%
+163
1432
$3.56K ﹤0.01%
157
-2
1433
$3.56K ﹤0.01%
66
1434
$3.56K ﹤0.01%
52
+5
1435
$3.54K ﹤0.01%
34
+10
1436
$3.53K ﹤0.01%
67
+35
1437
$3.52K ﹤0.01%
200
+32
1438
$3.5K ﹤0.01%
295
+110
1439
$3.5K ﹤0.01%
476
-1,337
1440
$3.49K ﹤0.01%
55
1441
$3.48K ﹤0.01%
72
-285
1442
$3.47K ﹤0.01%
69
-7
1443
$3.46K ﹤0.01%
300
1444
$3.44K ﹤0.01%
137
1445
$3.43K ﹤0.01%
168
+47
1446
$3.42K ﹤0.01%
36
+3
1447
$3.42K ﹤0.01%
793
+49
1448
$3.41K ﹤0.01%
152
1449
$3.41K ﹤0.01%
122
+26
1450
$3.4K ﹤0.01%
221
-177
56 57
58
59 60