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
1526
$2.74K ﹤0.01%
68
1527
$2.74K ﹤0.01%
29
1528
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70
-25
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-4
1530
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1531
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178
1532
$2.71K ﹤0.01%
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+14
1533
$2.71K ﹤0.01%
927
-752
1534
$2.7K ﹤0.01%
77
+72
1535
$2.7K ﹤0.01%
101
-219
1536
$2.69K ﹤0.01%
26
-613
1537
$2.69K ﹤0.01%
348
+336
1538
$2.69K ﹤0.01%
22
1539
$2.67K ﹤0.01%
+500
1540
$2.66K ﹤0.01%
9
+1
1541
$2.65K ﹤0.01%
295
+244
1542
$2.63K ﹤0.01%
306
1543
$2.63K ﹤0.01%
+395
1544
$2.62K ﹤0.01%
26
1545
$2.62K ﹤0.01%
31
-3
1546
$2.61K ﹤0.01%
+157
1547
$2.6K ﹤0.01%
236
+132
1548
$2.6K ﹤0.01%
67
+6
1549
$2.6K ﹤0.01%
100
+67
1550
$2.58K ﹤0.01%
13
60 61
62
63 64