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
1476
$6.42K ﹤0.01%
125
1477
$6.42K ﹤0.01%
384
+22
1478
$6.4K ﹤0.01%
264
+19
1479
$6.38K ﹤0.01%
96
+83
1480
$6.36K ﹤0.01%
177
+25
1481
$6.33K ﹤0.01%
507
+472
1482
$6.33K ﹤0.01%
661
+75
1483
$6.32K ﹤0.01%
282
+71
1484
$6.32K ﹤0.01%
250
+95
1485
$6.31K ﹤0.01%
160
+71
1486
$6.31K ﹤0.01%
469
1487
$6.3K ﹤0.01%
494
+425
1488
$6.29K ﹤0.01%
15
+5
1489
$6.28K ﹤0.01%
546
+209
1490
$6.28K ﹤0.01%
149
+83
1491
$6.28K ﹤0.01%
655
+110
1492
$6.26K ﹤0.01%
74
+17
1493
$6.23K ﹤0.01%
720
-56
1494
$6.22K ﹤0.01%
62
+18
1495
$6.21K ﹤0.01%
1,077
+413
1496
$6.18K ﹤0.01%
218
+14
1497
$6.18K ﹤0.01%
207
+136
1498
$6.17K ﹤0.01%
55
+17
1499
$6.15K ﹤0.01%
1,221
-861
1500
$6.13K ﹤0.01%
142
+71
58 59
60
61 62