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
1601
$2.19K ﹤0.01%
21
-11
1602
$2.18K ﹤0.01%
37
-18
1603
$2.18K ﹤0.01%
84
+64
1604
$2.17K ﹤0.01%
6
1605
$2.17K ﹤0.01%
95
+49
1606
$2.17K ﹤0.01%
34
-5
1607
$2.16K ﹤0.01%
107
1608
$2.16K ﹤0.01%
12
-2
1609
$2.16K ﹤0.01%
56
+30
1610
$2.16K ﹤0.01%
13
+12
1611
$2.15K ﹤0.01%
94
1612
$2.13K ﹤0.01%
328
1613
$2.12K ﹤0.01%
+113
1614
$2.12K ﹤0.01%
92
1615
$2.11K ﹤0.01%
44
1616
$2.11K ﹤0.01%
147
1617
$2.1K ﹤0.01%
51
1618
$2.09K ﹤0.01%
56
+44
1619
$2.08K ﹤0.01%
117
1620
$2.07K ﹤0.01%
367
1621
$2.06K ﹤0.01%
+49
1622
$2.06K ﹤0.01%
36
1623
$2.06K ﹤0.01%
23
+2
1624
$2.06K ﹤0.01%
39
1625
$2.05K ﹤0.01%
143
+84
63 64
65
66 67