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
1451
$3.4K ﹤0.01%
125
1452
$3.39K ﹤0.01%
62
+31
1453
$3.39K ﹤0.01%
18
+7
1454
$3.38K ﹤0.01%
29
+3
1455
$3.38K ﹤0.01%
135
1456
$3.38K ﹤0.01%
+337
1457
$3.36K ﹤0.01%
73
+37
1458
$3.34K ﹤0.01%
45
+11
1459
$3.34K ﹤0.01%
40
1460
$3.33K ﹤0.01%
+108
1461
$3.33K ﹤0.01%
723
1462
$3.32K ﹤0.01%
129
+13
1463
$3.3K ﹤0.01%
55
+37
1464
$3.3K ﹤0.01%
68
+46
1465
$3.28K ﹤0.01%
55
1466
$3.28K ﹤0.01%
27
-14
1467
$3.27K ﹤0.01%
664
+71
1468
$3.27K ﹤0.01%
188
+54
1469
$3.27K ﹤0.01%
+76
1470
$3.27K ﹤0.01%
154
+19
1471
$3.26K ﹤0.01%
114
-50
1472
$3.26K ﹤0.01%
262
1473
$3.26K ﹤0.01%
45
+16
1474
$3.24K ﹤0.01%
86
+73
1475
$3.24K ﹤0.01%
267
+191
57 58
59
60 61