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
1501
$6.1K ﹤0.01%
451
+431
1502
$6.09K ﹤0.01%
164
-16
1503
$6.08K ﹤0.01%
+185
1504
$6.08K ﹤0.01%
731
+479
1505
$6.05K ﹤0.01%
2,460
+985
1506
$6.03K ﹤0.01%
268
+204
1507
$6K ﹤0.01%
107
+74
1508
$6K ﹤0.01%
93
-24
1509
$5.98K ﹤0.01%
82
1510
$5.98K ﹤0.01%
152
-26
1511
$5.98K ﹤0.01%
982
1512
$5.96K ﹤0.01%
841
1513
$5.96K ﹤0.01%
167
-26
1514
$5.95K ﹤0.01%
51
+13
1515
$5.95K ﹤0.01%
512
+283
1516
$5.93K ﹤0.01%
226
+96
1517
$5.92K ﹤0.01%
84
+66
1518
$5.92K ﹤0.01%
316
-89
1519
$5.9K ﹤0.01%
208
+27
1520
$5.89K ﹤0.01%
393
-234
1521
$5.83K ﹤0.01%
94
-2
1522
$5.83K ﹤0.01%
+360
1523
$5.8K ﹤0.01%
65
+41
1524
$5.79K ﹤0.01%
34
+10
1525
$5.79K ﹤0.01%
579
+315
59 60
61
62 63