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
126
$5.67M 0.16%
20,633
-3,843
127
$5.63M 0.16%
93,760
+1,995
128
$5.43M 0.16%
18,142
-492
129
$5.37M 0.16%
24,550
+1,174
130
$5.16M 0.15%
38,126
-1,327
131
$5.14M 0.15%
38,945
+383
132
$5.14M 0.15%
52,410
-6,982
133
$5.03M 0.15%
93,021
-6,702
134
$4.9M 0.14%
101,172
-10,844
135
$4.85M 0.14%
26,427
-26,360
136
$4.77M 0.14%
113,999
+43,808
137
$4.72M 0.14%
76,583
+14,735
138
$4.52M 0.13%
17,027
-202
139
$4.51M 0.13%
36,326
+18,578
140
$4.5M 0.13%
106,556
-2,553
141
$4.45M 0.13%
60,588
-2,089
142
$4.35M 0.13%
19,998
+2,138
143
$4.26M 0.12%
40,190
-21,997
144
$4.2M 0.12%
35,291
-1,654
145
$4.15M 0.12%
8,079
-12,623
146
$4.08M 0.12%
84,470
-995
147
$3.88M 0.11%
11,793
-1,299
148
$3.76M 0.11%
33,652
+3,287
149
$3.74M 0.11%
22,105
-205
150
$3.74M 0.11%
95,292
+1,181
4 5
6
7 8