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
1551
$5.54K ﹤0.01%
323
1552
$5.54K ﹤0.01%
46
1553
$5.53K ﹤0.01%
+340
1554
$5.51K ﹤0.01%
159
+67
1555
$5.51K ﹤0.01%
129
+5
1556
$5.5K ﹤0.01%
428
+405
1557
$5.49K ﹤0.01%
194
+24
1558
$5.47K ﹤0.01%
144
+125
1559
$5.46K ﹤0.01%
208
+17
1560
$5.46K ﹤0.01%
46
1561
$5.45K ﹤0.01%
179
+165
1562
$5.45K ﹤0.01%
144
+99
1563
$5.42K ﹤0.01%
+568
1564
$5.4K ﹤0.01%
+106
1565
$5.36K ﹤0.01%
238
+113
1566
$5.34K ﹤0.01%
132
-71
1567
$5.34K ﹤0.01%
1,355
+724
1568
$5.33K ﹤0.01%
284
-142
1569
$5.32K ﹤0.01%
118
-8
1570
$5.3K ﹤0.01%
310
+277
1571
$5.3K ﹤0.01%
564
+439
1572
$5.28K ﹤0.01%
165
+112
1573
$5.24K ﹤0.01%
509
+358
1574
$5.24K ﹤0.01%
288
+174
1575
$5.24K ﹤0.01%
+304
61 62
63
64 65