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
1701
$1.61K ﹤0.01%
24
+11
1702
$1.61K ﹤0.01%
15
-34
1703
$1.6K ﹤0.01%
33
1704
$1.59K ﹤0.01%
51
-4
1705
$1.58K ﹤0.01%
32
-3
1706
$1.58K ﹤0.01%
+390
1707
$1.58K ﹤0.01%
268
+27
1708
$1.57K ﹤0.01%
+81
1709
$1.57K ﹤0.01%
31
+11
1710
$1.56K ﹤0.01%
+40
1711
$1.56K ﹤0.01%
321
+64
1712
$1.55K ﹤0.01%
33
+12
1713
$1.55K ﹤0.01%
37
1714
$1.54K ﹤0.01%
137
+25
1715
$1.52K ﹤0.01%
+23
1716
$1.52K ﹤0.01%
32
1717
$1.52K ﹤0.01%
+34
1718
$1.52K ﹤0.01%
80
-69
1719
$1.51K ﹤0.01%
61
+46
1720
$1.5K ﹤0.01%
82
+18
1721
$1.49K ﹤0.01%
19
+16
1722
$1.49K ﹤0.01%
14
-1
1723
$1.49K ﹤0.01%
36
-3
1724
$1.49K ﹤0.01%
205
+82
1725
$1.47K ﹤0.01%
101
-159
67 68
69
70 71