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
1626
$4.68K ﹤0.01%
287
+116
1627
$4.67K ﹤0.01%
210
1628
$4.65K ﹤0.01%
14
+8
1629
$4.65K ﹤0.01%
15
+9
1630
$4.65K ﹤0.01%
135
+122
1631
$4.65K ﹤0.01%
697
+663
1632
$4.64K ﹤0.01%
78
1633
$4.62K ﹤0.01%
80
+68
1634
$4.58K ﹤0.01%
84
+14
1635
$4.55K ﹤0.01%
269
-307
1636
$4.54K ﹤0.01%
404
+137
1637
$4.53K ﹤0.01%
45
1638
$4.48K ﹤0.01%
60
1639
$4.42K ﹤0.01%
+300
1640
$4.42K ﹤0.01%
81
-89
1641
$4.42K ﹤0.01%
81
1642
$4.39K ﹤0.01%
21
+7
1643
$4.39K ﹤0.01%
+48
1644
$4.38K ﹤0.01%
525
+317
1645
$4.37K ﹤0.01%
300
1646
$4.37K ﹤0.01%
37
+28
1647
$4.36K ﹤0.01%
+73
1648
$4.35K ﹤0.01%
56
-32
1649
$4.35K ﹤0.01%
72
+30
1650
$4.34K ﹤0.01%
304
+10
64 65
66
67 68