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
1601
$5.01K ﹤0.01%
85
1602
$4.98K ﹤0.01%
41
+10
1603
$4.96K ﹤0.01%
70
-18
1604
$4.96K ﹤0.01%
17
+11
1605
$4.95K ﹤0.01%
124
+112
1606
$4.92K ﹤0.01%
+641
1607
$4.91K ﹤0.01%
188
-58
1608
$4.9K ﹤0.01%
129
+75
1609
$4.9K ﹤0.01%
49
+41
1610
$4.88K ﹤0.01%
73
+39
1611
$4.87K ﹤0.01%
54
+36
1612
$4.87K ﹤0.01%
+183
1613
$4.86K ﹤0.01%
+97
1614
$4.8K ﹤0.01%
+181
1615
$4.78K ﹤0.01%
172
+162
1616
$4.76K ﹤0.01%
165
-532
1617
$4.76K ﹤0.01%
163
+17
1618
$4.76K ﹤0.01%
138
+21
1619
$4.74K ﹤0.01%
+118
1620
$4.72K ﹤0.01%
189
1621
$4.71K ﹤0.01%
177
+89
1622
$4.71K ﹤0.01%
74
-78
1623
$4.7K ﹤0.01%
135
+117
1624
$4.68K ﹤0.01%
228
1625
$4.68K ﹤0.01%
132
+110
63 64
65
66 67