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
1726
$3.52K ﹤0.01%
22
+10
1727
$3.51K ﹤0.01%
120
-100
1728
$3.5K ﹤0.01%
23
-33
1729
$3.5K ﹤0.01%
49
+6
1730
$3.5K ﹤0.01%
46
+26
1731
$3.5K ﹤0.01%
60
-67
1732
$3.49K ﹤0.01%
101
+8
1733
$3.48K ﹤0.01%
89
+63
1734
$3.46K ﹤0.01%
+31
1735
$3.44K ﹤0.01%
175
+139
1736
$3.43K ﹤0.01%
104
+17
1737
$3.42K ﹤0.01%
78
+64
1738
$3.42K ﹤0.01%
49
-105
1739
$3.41K ﹤0.01%
135
1740
$3.4K ﹤0.01%
42
+10
1741
$3.4K ﹤0.01%
274
+123
1742
$3.39K ﹤0.01%
130
-2
1743
$3.39K ﹤0.01%
+282
1744
$3.36K ﹤0.01%
79
-1,313
1745
$3.36K ﹤0.01%
+69
1746
$3.36K ﹤0.01%
58
+17
1747
$3.35K ﹤0.01%
300
1748
$3.33K ﹤0.01%
203
+137
1749
$3.32K ﹤0.01%
+567
1750
$3.32K ﹤0.01%
92
+2
68 69
70
71 72