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
1576
$5.24K ﹤0.01%
48
+35
1577
$5.23K ﹤0.01%
237
1578
$5.21K ﹤0.01%
104
+38
1579
$5.2K ﹤0.01%
+740
1580
$5.19K ﹤0.01%
271
+203
1581
$5.19K ﹤0.01%
645
-277
1582
$5.17K ﹤0.01%
351
1583
$5.17K ﹤0.01%
633
+554
1584
$5.16K ﹤0.01%
621
1585
$5.16K ﹤0.01%
220
-934
1586
$5.14K ﹤0.01%
229
+4
1587
$5.14K ﹤0.01%
793
+202
1588
$5.14K ﹤0.01%
14
1589
$5.14K ﹤0.01%
442
+378
1590
$5.12K ﹤0.01%
166
1591
$5.1K ﹤0.01%
148
+3
1592
$5.1K ﹤0.01%
1,300
-150
1593
$5.07K ﹤0.01%
319
1594
$5.07K ﹤0.01%
282
+6
1595
$5.06K ﹤0.01%
55
-4
1596
$5.04K ﹤0.01%
82
-37
1597
$5.03K ﹤0.01%
+85
1598
$5.03K ﹤0.01%
70
-1
1599
$5.02K ﹤0.01%
95
1600
$5.02K ﹤0.01%
93
+2
62 63
64
65 66