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
126
$5.07M 0.15%
72,168
+3,766
127
$5.04M 0.15%
103,282
+6,000
128
$5.03M 0.15%
11,397
+425
129
$5.01M 0.15%
100,367
+33,478
130
$4.92M 0.15%
4,680
+615
131
$4.89M 0.15%
20,224
-1,906
132
$4.85M 0.15%
55,288
+1,329
133
$4.85M 0.15%
114,127
-10,007
134
$4.81M 0.15%
35,153
-1,000
135
$4.74M 0.14%
15,823
+729
136
$4.66M 0.14%
40,623
+185
137
$4.6M 0.14%
190,347
+29,883
138
$4.58M 0.14%
22,566
-51
139
$4.5M 0.14%
76,152
-56,700
140
$4.47M 0.14%
159,625
-876
141
$4.43M 0.13%
14,832
+2,272
142
$4.42M 0.13%
140,191
+17,795
143
$4.36M 0.13%
31,869
-2,263
144
$4.36M 0.13%
28,034
+1,167
145
$4.35M 0.13%
21,846
-6,256
146
$4.34M 0.13%
14,956
-1,060
147
$4.22M 0.13%
28,476
-73
148
$4.17M 0.13%
33,128
-3,530
149
$4.15M 0.13%
104,588
-1,662
150
$4.09M 0.12%
58,494
+3,253
4 5
6
7 8