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
1751
$1.29K ﹤0.01%
142
+31
1752
$1.28K ﹤0.01%
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1753
$1.27K ﹤0.01%
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$1.27K ﹤0.01%
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39
+28
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$1.23K ﹤0.01%
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1759
$1.23K ﹤0.01%
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$1.23K ﹤0.01%
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$1.23K ﹤0.01%
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$1.22K ﹤0.01%
4
-4
1763
$1.21K ﹤0.01%
56
+50
1764
$1.21K ﹤0.01%
+305
1765
$1.21K ﹤0.01%
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$1.21K ﹤0.01%
11
+5
1767
$1.19K ﹤0.01%
234
+151
1768
$1.19K ﹤0.01%
17
1769
$1.19K ﹤0.01%
+42
1770
$1.18K ﹤0.01%
98
+31
1771
$1.18K ﹤0.01%
32
1772
$1.18K ﹤0.01%
94
+93
1773
$1.17K ﹤0.01%
+104
1774
$1.16K ﹤0.01%
53
1775
$1.16K ﹤0.01%
91
+3
69 70
71
72 73