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
1501
$2.94K ﹤0.01%
26
-14
1502
$2.94K ﹤0.01%
78
+73
1503
$2.93K ﹤0.01%
16
-2
1504
$2.92K ﹤0.01%
+33
1505
$2.92K ﹤0.01%
230
+58
1506
$2.91K ﹤0.01%
+75
1507
$2.91K ﹤0.01%
130
1508
$2.91K ﹤0.01%
63
1509
$2.9K ﹤0.01%
31
-3
1510
$2.9K ﹤0.01%
31
-32
1511
$2.84K ﹤0.01%
41
-46
1512
$2.84K ﹤0.01%
105
+76
1513
$2.83K ﹤0.01%
19
+4
1514
$2.83K ﹤0.01%
91
-58
1515
$2.81K ﹤0.01%
+275
1516
$2.8K ﹤0.01%
266
-270
1517
$2.8K ﹤0.01%
810
+1
1518
$2.8K ﹤0.01%
122
1519
$2.8K ﹤0.01%
+410
1520
$2.78K ﹤0.01%
26
1521
$2.77K ﹤0.01%
98
1522
$2.76K ﹤0.01%
58
-9
1523
$2.75K ﹤0.01%
55
+43
1524
$2.75K ﹤0.01%
164
-19
1525
$2.74K ﹤0.01%
122
-7
59 60
61
62 63