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
1776
$3.11K ﹤0.01%
88
-32
1777
$3.11K ﹤0.01%
+385
1778
$3.09K ﹤0.01%
+564
1779
$3.06K ﹤0.01%
82
+4
1780
$3.03K ﹤0.01%
146
1781
$3.02K ﹤0.01%
119
+82
1782
$3.02K ﹤0.01%
+722
1783
$3.02K ﹤0.01%
1,156
+8
1784
$3K ﹤0.01%
10
-12
1785
$2.99K ﹤0.01%
35
-10
1786
$2.98K ﹤0.01%
+443
1787
$2.98K ﹤0.01%
811
-196
1788
$2.98K ﹤0.01%
98
1789
$2.98K ﹤0.01%
225
+126
1790
$2.97K ﹤0.01%
98
+38
1791
$2.95K ﹤0.01%
95
1792
$2.95K ﹤0.01%
136
-155
1793
$2.95K ﹤0.01%
108
1794
$2.93K ﹤0.01%
971
+674
1795
$2.92K ﹤0.01%
116
+96
1796
$2.9K ﹤0.01%
83
-72
1797
$2.9K ﹤0.01%
40
+8
1798
$2.9K ﹤0.01%
49
+14
1799
$2.88K ﹤0.01%
95
1800
$2.88K ﹤0.01%
295
70 71
72
73 74