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
1801
$1.06K ﹤0.01%
+24
1802
$1.05K ﹤0.01%
10
+3
1803
$1.05K ﹤0.01%
106
1804
$1.05K ﹤0.01%
+45
1805
$1.04K ﹤0.01%
44
+31
1806
$1.04K ﹤0.01%
3
1807
$1.03K ﹤0.01%
107
+75
1808
$1.03K ﹤0.01%
25
-17
1809
$1.02K ﹤0.01%
66
+17
1810
$1.02K ﹤0.01%
54
1811
$1.01K ﹤0.01%
42
-9
1812
$1K ﹤0.01%
48
1813
$995 ﹤0.01%
46
-109
1814
$989 ﹤0.01%
8
1815
$981 ﹤0.01%
+12
1816
$977 ﹤0.01%
+27
1817
$974 ﹤0.01%
59
1818
$973 ﹤0.01%
19
-11
1819
$967 ﹤0.01%
13
1820
$966 ﹤0.01%
+39
1821
$962 ﹤0.01%
20
1822
$950 ﹤0.01%
105
+61
1823
$944 ﹤0.01%
46
-10
1824
$940 ﹤0.01%
42
-57
1825
$933 ﹤0.01%
59
71 72
73
74 75