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
1476
$3.23K ﹤0.01%
69
+67
1477
$3.22K ﹤0.01%
255
+104
1478
$3.2K ﹤0.01%
+463
1479
$3.16K ﹤0.01%
327
-28
1480
$3.15K ﹤0.01%
14
1481
$3.14K ﹤0.01%
32
1482
$3.13K ﹤0.01%
113
+59
1483
$3.12K ﹤0.01%
50
-2
1484
$3.12K ﹤0.01%
225
-103
1485
$3.11K ﹤0.01%
63
+34
1486
$3.09K ﹤0.01%
58
+21
1487
$3.08K ﹤0.01%
333
+280
1488
$3.07K ﹤0.01%
45
1489
$3.06K ﹤0.01%
30
1490
$3.06K ﹤0.01%
+474
1491
$3.04K ﹤0.01%
269
+27
1492
$3.04K ﹤0.01%
212
+141
1493
$3.02K ﹤0.01%
156
1494
$3.02K ﹤0.01%
193
-246
1495
$3K ﹤0.01%
84
+27
1496
$2.99K ﹤0.01%
+300
1497
$2.98K ﹤0.01%
34
1498
$2.98K ﹤0.01%
288
+243
1499
$2.95K ﹤0.01%
56
+25
1500
$2.94K ﹤0.01%
109
+72
58 59
60
61 62