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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.43M 0.19%
23,764
+211
127
$4.41M 0.19%
49,017
+7,354
128
$4.35M 0.18%
78,874
-1,307
129
$4.3M 0.18%
82,210
-3,055
130
$4.26M 0.18%
54,456
-692
131
$4.18M 0.18%
192,504
-105,939
132
$4.13M 0.18%
48,619
+16,073
133
$4.09M 0.17%
44,637
-236
134
$4.04M 0.17%
28,091
+2,514
135
$3.97M 0.17%
48,216
-1,778
136
$3.86M 0.16%
21,162
+702
137
$3.83M 0.16%
11,048
-227
138
$3.79M 0.16%
25,223
+1,977
139
$3.64M 0.15%
37,827
+988
140
$3.63M 0.15%
8,857
+6,400
141
$3.63M 0.15%
15,332
+614
142
$3.6M 0.15%
61,061
-647
143
$3.59M 0.15%
12,177
+902
144
$3.51M 0.15%
6,395
+1,101
145
$3.48M 0.15%
18,540
+623
146
$3.41M 0.14%
50,413
-9,309
147
$3.36M 0.14%
70,480
+6,990
148
$3.18M 0.13%
1,452
+125
149
$3.06M 0.13%
90,152
+13,880
150
$3.04M 0.13%
39,000
+661
4 5
6
7 8