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
1826
$931 ﹤0.01%
107
+42
1827
$929 ﹤0.01%
8
+2
1828
$929 ﹤0.01%
56
1829
$926 ﹤0.01%
15
+13
1830
$921 ﹤0.01%
17
1831
$917 ﹤0.01%
+65
1832
$911 ﹤0.01%
+8
1833
$909 ﹤0.01%
51
+8
1834
$908 ﹤0.01%
+111
1835
$906 ﹤0.01%
6
1836
$904 ﹤0.01%
+42
1837
$898 ﹤0.01%
31
+20
1838
$894 ﹤0.01%
387
1839
$891 ﹤0.01%
12
+4
1840
$887 ﹤0.01%
15
1841
$885 ﹤0.01%
+69
1842
$874 ﹤0.01%
51
+30
1843
$871 ﹤0.01%
52
1844
$870 ﹤0.01%
68
+20
1845
$870 ﹤0.01%
+57
1846
$869 ﹤0.01%
34
+11
1847
$866 ﹤0.01%
63
+40
1848
$865 ﹤0.01%
70
1849
$861 ﹤0.01%
+77
1850
$861 ﹤0.01%
17
72 73
74
75 76