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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$0 ﹤0.01%
+3
1602
$0 ﹤0.01%
1,300
1603
$0 ﹤0.01%
157
1604
$0 ﹤0.01%
67
1605
– –
-38
1606
$0 ﹤0.01%
+49
1607
– –
-1,105
1608
– –
-7
1609
$0 ﹤0.01%
+9
1610
– –
-101
1611
$0 ﹤0.01%
800
1612
$0 ﹤0.01%
2,265
1613
– –
-141
1614
$0 ﹤0.01%
1
-126
1615
– –
0
1616
– –
-106
1617
– –
-25
1618
– –
-20
1619
– –
-782
1620
$0 ﹤0.01%
38
-172
1621
– –
0
1622
– –
-2
1623
– –
-38
1624
– –
-472
1625
– –
-10
63 64
65
66 67