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
1676
$4.04K ﹤0.01%
92
+82
1677
$4.04K ﹤0.01%
12
+6
1678
$4.02K ﹤0.01%
55
-11
1679
$4.01K ﹤0.01%
421
1680
$3.98K ﹤0.01%
45
+14
1681
$3.96K ﹤0.01%
125
+43
1682
$3.95K ﹤0.01%
230
+44
1683
$3.93K ﹤0.01%
149
+9
1684
$3.92K ﹤0.01%
94
+78
1685
$3.91K ﹤0.01%
346
+207
1686
$3.87K ﹤0.01%
292
-190
1687
$3.86K ﹤0.01%
123
1688
$3.85K ﹤0.01%
266
-423
1689
$3.85K ﹤0.01%
110
+107
1690
$3.85K ﹤0.01%
150
1691
$3.85K ﹤0.01%
33
+3
1692
$3.84K ﹤0.01%
162
+153
1693
$3.81K ﹤0.01%
643
+567
1694
$3.8K ﹤0.01%
1,031
+572
1695
$3.79K ﹤0.01%
44
1696
$3.79K ﹤0.01%
+224
1697
$3.76K ﹤0.01%
290
-81
1698
$3.76K ﹤0.01%
176
+12
1699
$3.76K ﹤0.01%
97
+31
1700
$3.75K ﹤0.01%
20
66 67
68
69 70