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
1626
$2.05K ﹤0.01%
83
-53
1627
$2.04K ﹤0.01%
15
1628
$2.03K ﹤0.01%
25
+8
1629
$2.03K ﹤0.01%
139
1630
$2.03K ﹤0.01%
43
1631
$2.02K ﹤0.01%
105
+83
1632
$2.01K ﹤0.01%
67
1633
$2.01K ﹤0.01%
+16
1634
$2.01K ﹤0.01%
76
+54
1635
$2K ﹤0.01%
105
-152
1636
$1.99K ﹤0.01%
+57
1637
$1.99K ﹤0.01%
+18
1638
$1.99K ﹤0.01%
121
1639
$1.98K ﹤0.01%
158
1640
$1.98K ﹤0.01%
+23
1641
$1.97K ﹤0.01%
89
1642
$1.97K ﹤0.01%
18
1643
$1.97K ﹤0.01%
66
1644
$1.97K ﹤0.01%
19
+10
1645
$1.96K ﹤0.01%
+120
1646
$1.95K ﹤0.01%
28
1647
$1.95K ﹤0.01%
31
-11
1648
$1.95K ﹤0.01%
18
-5
1649
$1.93K ﹤0.01%
235
1650
$1.93K ﹤0.01%
26
-5
64 65
66
67 68