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
126
$4.82M 0.18%
40,686
-645
127
$4.67M 0.18%
117,016
+2,020
128
$4.63M 0.18%
14,031
+160
129
$4.61M 0.17%
50,248
+2,005
130
$4.48M 0.17%
102,397
+92,261
131
$4.47M 0.17%
122,660
-37,786
132
$4.36M 0.16%
23,099
+5
133
$4.35M 0.16%
18,789
+1,292
134
$4.26M 0.16%
21,746
-1,244
135
$4.14M 0.16%
77,474
-173
136
$4.03M 0.15%
45,668
-710
137
$4.02M 0.15%
72,415
-34,754
138
$3.96M 0.15%
50,807
-855
139
$3.94M 0.15%
33,008
+415
140
$3.92M 0.15%
38,647
-98
141
$3.86M 0.15%
44,185
+389
142
$3.79M 0.14%
15,818
+296
143
$3.72M 0.14%
6,680
+205
144
$3.67M 0.14%
7,625
+7,307
145
$3.56M 0.13%
8,677
146
$3.55M 0.13%
45,576
-4,567
147
$3.53M 0.13%
197,923
-256
148
$3.44M 0.13%
+51,917
149
$3.32M 0.13%
41,744
-1,151
150
$3.31M 0.12%
64,796
+1,349
4 5
6
7 8