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
151
$4.07M 0.12%
26,773
+528
152
$4.05M 0.12%
18,354
-9,565
153
$3.99M 0.12%
23,534
+22,274
154
$3.97M 0.12%
39,161
+378
155
$3.91M 0.12%
85,856
+2,162
156
$3.8M 0.12%
52,688
-1,591
157
$3.72M 0.11%
101,858
-4,027
158
$3.64M 0.11%
32,448
+6,367
159
$3.63M 0.11%
32,299
-2,342
160
$3.62M 0.11%
18,645
+290
161
$3.54M 0.11%
84,528
+6,127
162
$3.4M 0.1%
34,138
+1,676
163
$3.37M 0.1%
13,054
-363
164
$3.2M 0.1%
3,534
+315
165
$3.15M 0.1%
24,702
-117
166
$3.09M 0.09%
22,587
-202
167
$3.09M 0.09%
8,262
-1,204
168
$2.97M 0.09%
10,724
-563
169
$2.97M 0.09%
64,003
-2,782
170
$2.93M 0.09%
233,779
+8,696
171
$2.85M 0.09%
17,830
+130
172
$2.77M 0.08%
71,188
+6,544
173
$2.73M 0.08%
46,256
-1,792
174
$2.57M 0.08%
22,255
-2,435
175
$2.55M 0.08%
54,130
+51,358
5 6
7
8 9