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
1726
$1.47K ﹤0.01%
5
-1
1727
$1.47K ﹤0.01%
33
1728
$1.46K ﹤0.01%
44
-6
1729
$1.46K ﹤0.01%
96
-4
1730
$1.46K ﹤0.01%
18
1731
$1.45K ﹤0.01%
30
+1
1732
$1.45K ﹤0.01%
+77
1733
$1.45K ﹤0.01%
161
-37
1734
$1.45K ﹤0.01%
95
-3
1735
$1.43K ﹤0.01%
239
+150
1736
$1.43K ﹤0.01%
9
-1
1737
$1.43K ﹤0.01%
37
+3
1738
$1.42K ﹤0.01%
66
1739
$1.42K ﹤0.01%
+18
1740
$1.4K ﹤0.01%
13
+3
1741
$1.39K ﹤0.01%
11
1742
$1.39K ﹤0.01%
+117
1743
$1.38K ﹤0.01%
71
+41
1744
$1.36K ﹤0.01%
19
+8
1745
$1.36K ﹤0.01%
+306
1746
$1.35K ﹤0.01%
30
-3
1747
$1.34K ﹤0.01%
77
-17
1748
$1.34K ﹤0.01%
35
+12
1749
$1.3K ﹤0.01%
86
-457
1750
$1.29K ﹤0.01%
38
68 69
70
71 72