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
1801
$2.87K ﹤0.01%
+168
1802
$2.87K ﹤0.01%
178
1803
$2.85K ﹤0.01%
134
-326
1804
$2.85K ﹤0.01%
+272
1805
$2.85K ﹤0.01%
615
-315
1806
$2.85K ﹤0.01%
309
+149
1807
$2.84K ﹤0.01%
449
-118,025
1808
$2.82K ﹤0.01%
78
-93
1809
$2.82K ﹤0.01%
48
+1
1810
$2.81K ﹤0.01%
43
+21
1811
$2.8K ﹤0.01%
117
+105
1812
$2.78K ﹤0.01%
+111
1813
$2.77K ﹤0.01%
23
+16
1814
$2.76K ﹤0.01%
252
+30
1815
$2.74K ﹤0.01%
139
+121
1816
$2.74K ﹤0.01%
297
-331
1817
$2.73K ﹤0.01%
34
1818
$2.72K ﹤0.01%
14
+6
1819
$2.72K ﹤0.01%
44
+3
1820
$2.71K ﹤0.01%
152
+127
1821
$2.7K ﹤0.01%
1
-1
1822
$2.68K ﹤0.01%
+83
1823
$2.68K ﹤0.01%
+159
1824
$2.67K ﹤0.01%
46
-1
1825
$2.66K ﹤0.01%
+588
71 72
73
74 75