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
1651
$4.32K ﹤0.01%
611
1652
$4.32K ﹤0.01%
34
1653
$4.32K ﹤0.01%
75
+6
1654
$4.3K ﹤0.01%
57
+46
1655
$4.25K ﹤0.01%
125
+12
1656
$4.23K ﹤0.01%
56
1657
$4.22K ﹤0.01%
504
+380
1658
$4.21K ﹤0.01%
235
1659
$4.2K ﹤0.01%
48
-19
1660
$4.2K ﹤0.01%
188
+129
1661
$4.2K ﹤0.01%
92
+33
1662
$4.19K ﹤0.01%
128
-141
1663
$4.19K ﹤0.01%
100
+6
1664
$4.18K ﹤0.01%
+308
1665
$4.17K ﹤0.01%
29
+9
1666
$4.16K ﹤0.01%
337
1667
$4.12K ﹤0.01%
+292
1668
$4.12K ﹤0.01%
161
1669
$4.1K ﹤0.01%
806
+687
1670
$4.09K ﹤0.01%
125
1671
$4.09K ﹤0.01%
405
+196
1672
$4.09K ﹤0.01%
53
+22
1673
$4.07K ﹤0.01%
+330
1674
$4.06K ﹤0.01%
1,057
-391
1675
$4.05K ﹤0.01%
311
+79
65 66
67
68 69