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
1526
$5.78K ﹤0.01%
133
-38
1527
$5.76K ﹤0.01%
330
-696
1528
$5.76K ﹤0.01%
133
-265
1529
$5.76K ﹤0.01%
585
+464
1530
$5.75K ﹤0.01%
222
+166
1531
$5.75K ﹤0.01%
+398
1532
$5.75K ﹤0.01%
215
+196
1533
$5.74K ﹤0.01%
80
1534
$5.74K ﹤0.01%
727
1535
$5.73K ﹤0.01%
434
+419
1536
$5.71K ﹤0.01%
210
+99
1537
$5.69K ﹤0.01%
557
+140
1538
$5.69K ﹤0.01%
112
1539
$5.68K ﹤0.01%
154
+63
1540
$5.67K ﹤0.01%
771
+14
1541
$5.66K ﹤0.01%
+301
1542
$5.64K ﹤0.01%
38
+18
1543
$5.63K ﹤0.01%
707
+591
1544
$5.61K ﹤0.01%
182
+23
1545
$5.6K ﹤0.01%
310
+163
1546
$5.59K ﹤0.01%
136
-270
1547
$5.56K ﹤0.01%
+152
1548
$5.56K ﹤0.01%
+83
1549
$5.54K ﹤0.01%
33
1550
$5.54K ﹤0.01%
+134
60 61
62
63 64