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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.3M 0.12%
193,093
+1,401
152
$3.26M 0.12%
12,966
+1,968
153
$3.16M 0.12%
36,258
+170
154
$3.11M 0.12%
14,651
-11,256
155
$3.08M 0.12%
16,728
+1,582
156
$3.07M 0.12%
82,962
-34,366
157
$3.01M 0.11%
53,113
+9,970
158
$3M 0.11%
38,124
+422
159
$2.99M 0.11%
19,564
+2,144
160
$2.96M 0.11%
31,514
+5,115
161
$2.94M 0.11%
65,099
-10,207
162
$2.83M 0.11%
21,568
+2,673
163
$2.8M 0.11%
18,438
+2,544
164
$2.79M 0.11%
22,378
-374
165
$2.75M 0.1%
82,395
+12,232
166
$2.71M 0.1%
11,212
+752
167
$2.59M 0.1%
18,243
-10,493
168
$2.53M 0.1%
6,937
+989
169
$2.49M 0.09%
60,477
-18,681
170
$2.48M 0.09%
34,581
+32,914
171
$2.44M 0.09%
11,481
+5
172
$2.43M 0.09%
18,428
+1,459
173
$2.42M 0.09%
67,761
+40,448
174
$2.35M 0.09%
20,600
+1,308
175
$2.33M 0.09%
3,341
+287
5 6
7
8 9