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
1651
$1.92K ﹤0.01%
27
-59
1652
$1.9K ﹤0.01%
11
+2
1653
$1.9K ﹤0.01%
45
-19
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$1.89K ﹤0.01%
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$1.89K ﹤0.01%
402
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41
1657
$1.88K ﹤0.01%
17
+9
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$1.88K ﹤0.01%
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$1.88K ﹤0.01%
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1660
$1.87K ﹤0.01%
154
+49
1661
$1.87K ﹤0.01%
+33
1662
$1.86K ﹤0.01%
+54
1663
$1.86K ﹤0.01%
+308
1664
$1.86K ﹤0.01%
71
+19
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$1.85K ﹤0.01%
45
+22
1666
$1.85K ﹤0.01%
51
+26
1667
$1.85K ﹤0.01%
+623
1668
$1.85K ﹤0.01%
23
+20
1669
$1.85K ﹤0.01%
14
-21
1670
$1.84K ﹤0.01%
47
+17
1671
$1.83K ﹤0.01%
71
1672
$1.83K ﹤0.01%
26
1673
$1.81K ﹤0.01%
+203
1674
$1.8K ﹤0.01%
77
1675
$1.8K ﹤0.01%
252
-236
65 66
67
68 69