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
1751
$3.3K ﹤0.01%
129
1752
$3.3K ﹤0.01%
+522
1753
$3.3K ﹤0.01%
27
+1
1754
$3.29K ﹤0.01%
164
+32
1755
$3.28K ﹤0.01%
2,064
+1,627
1756
$3.28K ﹤0.01%
332
+1
1757
$3.27K ﹤0.01%
69
-22
1758
$3.27K ﹤0.01%
215
-60
1759
$3.27K ﹤0.01%
76
1760
$3.25K ﹤0.01%
93
-49
1761
$3.25K ﹤0.01%
421
+151
1762
$3.25K ﹤0.01%
104
+85
1763
$3.24K ﹤0.01%
472
+215
1764
$3.23K ﹤0.01%
65
+21
1765
$3.22K ﹤0.01%
83
+65
1766
$3.2K ﹤0.01%
54
+8
1767
$3.19K ﹤0.01%
73
+14
1768
$3.17K ﹤0.01%
97
+6
1769
$3.17K ﹤0.01%
+28
1770
$3.17K ﹤0.01%
360
+135
1771
$3.17K ﹤0.01%
174
-189
1772
$3.17K ﹤0.01%
387
+377
1773
$3.16K ﹤0.01%
116
-82
1774
$3.13K ﹤0.01%
164
-29
1775
$3.12K ﹤0.01%
72
+68
69 70
71
72 73