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
1701
$3.74K ﹤0.01%
298
-55
1702
$3.72K ﹤0.01%
50
1703
$3.72K ﹤0.01%
669
+114
1704
$3.7K ﹤0.01%
39
+28
1705
$3.68K ﹤0.01%
98
-47
1706
$3.67K ﹤0.01%
18
+2
1707
$3.67K ﹤0.01%
671
-796
1708
$3.67K ﹤0.01%
+208
1709
$3.66K ﹤0.01%
140
1710
$3.64K ﹤0.01%
156
+144
1711
$3.64K ﹤0.01%
212
1712
$3.63K ﹤0.01%
165
+68
1713
$3.6K ﹤0.01%
45
+29
1714
$3.6K ﹤0.01%
179
+141
1715
$3.58K ﹤0.01%
91
+78
1716
$3.57K ﹤0.01%
+91
1717
$3.57K ﹤0.01%
108
+17
1718
$3.56K ﹤0.01%
73
+42
1719
$3.56K ﹤0.01%
79
1720
$3.56K ﹤0.01%
63
1721
$3.56K ﹤0.01%
278
-40
1722
$3.54K ﹤0.01%
31
-6
1723
$3.54K ﹤0.01%
58
+9
1724
$3.53K ﹤0.01%
85
-27
1725
$3.53K ﹤0.01%
183
-88
67 68
69
70 71