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
1676
$1.79K ﹤0.01%
11
+8
1677
$1.78K ﹤0.01%
130
+18
1678
$1.76K ﹤0.01%
+127
1679
$1.76K ﹤0.01%
39
+31
1680
$1.75K ﹤0.01%
67
+45
1681
$1.74K ﹤0.01%
+42
1682
$1.74K ﹤0.01%
8,700
1683
$1.73K ﹤0.01%
44
-531
1684
$1.73K ﹤0.01%
+76
1685
$1.73K ﹤0.01%
108
1686
$1.72K ﹤0.01%
35
+32
1687
$1.72K ﹤0.01%
+142
1688
$1.71K ﹤0.01%
+142
1689
$1.69K ﹤0.01%
+389
1690
$1.69K ﹤0.01%
+43
1691
$1.69K ﹤0.01%
7
1692
$1.68K ﹤0.01%
28
-6
1693
$1.67K ﹤0.01%
45
1694
$1.66K ﹤0.01%
43
-30
1695
$1.64K ﹤0.01%
72
1696
$1.64K ﹤0.01%
39
-4
1697
$1.63K ﹤0.01%
+228
1698
$1.62K ﹤0.01%
+44
1699
$1.62K ﹤0.01%
27
+12
1700
$1.62K ﹤0.01%
67
66 67
68
69 70