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
1476
$1K ﹤0.01%
22
-9
1477
$1K ﹤0.01%
+20
1478
$1K ﹤0.01%
+26
1479
$1K ﹤0.01%
+2
1480
$1K ﹤0.01%
+76
1481
$1K ﹤0.01%
+4
1482
$1K ﹤0.01%
6
-4
1483
$1K ﹤0.01%
21
1484
$1K ﹤0.01%
+8
1485
$1K ﹤0.01%
+6
1486
$1K ﹤0.01%
+6
1487
– –
0
1488
– –
-16,133
1489
– –
-49
1490
– –
-13
1491
– –
-195
1492
$0 ﹤0.01%
150
1493
$0 ﹤0.01%
5,000
1494
$0 ﹤0.01%
54
1495
– –
-10
1496
– –
-63
1497
– –
-14
1498
– –
-148
1499
– –
-2
1500
– –
-93
58 59
60
61 62