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
1451
$1K ﹤0.01%
+14
1452
$1K ﹤0.01%
+8
1453
$1K ﹤0.01%
9
1454
$1K ﹤0.01%
+15
1455
$1K ﹤0.01%
+31
1456
$1K ﹤0.01%
+45
1457
$1K ﹤0.01%
14
-32
1458
$1K ﹤0.01%
+6
1459
$1K ﹤0.01%
+30
1460
$1K ﹤0.01%
+24
1461
$1K ﹤0.01%
35
1462
$1K ﹤0.01%
410
1463
$1K ﹤0.01%
12
-52
1464
$1K ﹤0.01%
+5
1465
$1K ﹤0.01%
58
1466
$1K ﹤0.01%
+4
1467
$1K ﹤0.01%
18
-10
1468
$1K ﹤0.01%
15
1469
$1K ﹤0.01%
369
1470
$1K ﹤0.01%
+18
1471
$1K ﹤0.01%
+23
1472
$1K ﹤0.01%
6
-2
1473
$1K ﹤0.01%
+24
1474
$1K ﹤0.01%
14
-38
1475
$1K ﹤0.01%
24
+6
57 58
59
60 61