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
1776
$1.15K ﹤0.01%
+120
1777
$1.15K ﹤0.01%
29
1778
$1.15K ﹤0.01%
+99
1779
$1.14K ﹤0.01%
+29
1780
$1.14K ﹤0.01%
+11
1781
$1.14K ﹤0.01%
36
+12
1782
$1.13K ﹤0.01%
+32
1783
$1.13K ﹤0.01%
22
1784
$1.12K ﹤0.01%
+75
1785
$1.12K ﹤0.01%
2,225
1786
$1.11K ﹤0.01%
+67
1787
$1.11K ﹤0.01%
34
1788
$1.11K ﹤0.01%
94
1789
$1.1K ﹤0.01%
95
1790
$1.1K ﹤0.01%
53
+37
1791
$1.1K ﹤0.01%
4
-4
1792
$1.1K ﹤0.01%
20
+12
1793
$1.09K ﹤0.01%
12
1794
$1.08K ﹤0.01%
10
1795
$1.07K ﹤0.01%
+184
1796
$1.07K ﹤0.01%
+82
1797
$1.07K ﹤0.01%
+58
1798
$1.07K ﹤0.01%
20
1799
$1.06K ﹤0.01%
+55
1800
$1.06K ﹤0.01%
+31
70 71
72
73 74