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
1576
$2.32K ﹤0.01%
67
1577
$2.32K ﹤0.01%
28
+8
1578
$2.31K ﹤0.01%
237
1579
$2.31K ﹤0.01%
349
+31
1580
$2.3K ﹤0.01%
48
-31
1581
$2.29K ﹤0.01%
+37
1582
$2.29K ﹤0.01%
40
+3
1583
$2.29K ﹤0.01%
71
1584
$2.29K ﹤0.01%
167
1585
$2.27K ﹤0.01%
61
+55
1586
$2.26K ﹤0.01%
50
-22
1587
$2.26K ﹤0.01%
+41
1588
$2.25K ﹤0.01%
137
+126
1589
$2.25K ﹤0.01%
153
1590
$2.24K ﹤0.01%
8
+1
1591
$2.24K ﹤0.01%
+200
1592
$2.24K ﹤0.01%
52
1593
$2.23K ﹤0.01%
48
+1
1594
$2.22K ﹤0.01%
+115
1595
$2.22K ﹤0.01%
27
+2
1596
$2.22K ﹤0.01%
39
-1
1597
$2.2K ﹤0.01%
79
+58
1598
$2.2K ﹤0.01%
55
1599
$2.2K ﹤0.01%
94
-36
1600
$2.2K ﹤0.01%
+125
62 63
64
65 66