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
1426
$7.16K ﹤0.01%
272
1427
$7.15K ﹤0.01%
415
-34
1428
$7.15K ﹤0.01%
138
+67
1429
$7.08K ﹤0.01%
22
+1
1430
$7.06K ﹤0.01%
197
+30
1431
$7.06K ﹤0.01%
291
+254
1432
$7.06K ﹤0.01%
72
-45
1433
$7.06K ﹤0.01%
97
+40
1434
$7.03K ﹤0.01%
72
+48
1435
$7.01K ﹤0.01%
194
+81
1436
$6.98K ﹤0.01%
106
-77
1437
$6.97K ﹤0.01%
244
+114
1438
$6.96K ﹤0.01%
297
+262
1439
$6.95K ﹤0.01%
200
+192
1440
$6.94K ﹤0.01%
350
+132
1441
$6.93K ﹤0.01%
157
+129
1442
$6.89K ﹤0.01%
967
-70
1443
$6.89K ﹤0.01%
162
+41
1444
$6.83K ﹤0.01%
154
+27
1445
$6.82K ﹤0.01%
320
+7
1446
$6.81K ﹤0.01%
281
+274
1447
$6.8K ﹤0.01%
75
+70
1448
$6.8K ﹤0.01%
671
+547
1449
$6.78K ﹤0.01%
383
-12
1450
$6.77K ﹤0.01%
134
-145
56 57
58
59 60