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
1451
$6.76K ﹤0.01%
107
+64
1452
$6.73K ﹤0.01%
81
+6
1453
$6.73K ﹤0.01%
+300
1454
$6.72K ﹤0.01%
203
+20
1455
$6.72K ﹤0.01%
552
+362
1456
$6.71K ﹤0.01%
295
1457
$6.7K ﹤0.01%
664
+651
1458
$6.7K ﹤0.01%
+175
1459
$6.69K ﹤0.01%
85
+1
1460
$6.66K ﹤0.01%
298
+188
1461
$6.63K ﹤0.01%
387
+86
1462
$6.62K ﹤0.01%
108
+8
1463
$6.58K ﹤0.01%
154
+6
1464
$6.56K ﹤0.01%
117
-3
1465
$6.54K ﹤0.01%
72
-12
1466
$6.54K ﹤0.01%
59
+1
1467
$6.52K ﹤0.01%
73
+22
1468
$6.51K ﹤0.01%
133
1469
$6.51K ﹤0.01%
+78
1470
$6.49K ﹤0.01%
382
1471
$6.48K ﹤0.01%
172
+24
1472
$6.47K ﹤0.01%
37
+7
1473
$6.44K ﹤0.01%
85
+22
1474
$6.44K ﹤0.01%
555
1475
$6.44K ﹤0.01%
119
+34
57 58
59
60 61