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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.99M 0.13%
49,050
+3,886
152
$2.98M 0.13%
32,985
+3,216
153
$2.85M 0.12%
13,116
+1,212
154
$2.84M 0.12%
29,741
+1,326
155
$2.76M 0.12%
11,292
+1,326
156
$2.74M 0.12%
112,150
-32,180
157
$2.71M 0.12%
54,878
-1,509
158
$2.7M 0.11%
32,370
+207
159
$2.69M 0.11%
9,949
+880
160
$2.65M 0.11%
13,559
+407
161
$2.64M 0.11%
13,856
+838
162
$2.61M 0.11%
29,015
-980
163
$2.59M 0.11%
20,208
+1,818
164
$2.58M 0.11%
94,732
-21,225
165
$2.47M 0.11%
39,003
+1,834
166
$2.33M 0.1%
17,197
+1,325
167
$2.25M 0.1%
33,291
-3,395
168
$2.21M 0.09%
22,266
+1,512
169
$2.18M 0.09%
7,458
+111
170
$2.18M 0.09%
14,693
+842
171
$2.16M 0.09%
28,509
-861
172
$2.15M 0.09%
5,886
+273
173
$2.14M 0.09%
22,368
+2,286
174
$2.09M 0.09%
41,183
+10,402
175
$2.05M 0.09%
37,525
-1,095
5 6
7
8 9