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
1826
$2.63K ﹤0.01%
109
-180
1827
$2.62K ﹤0.01%
130
1828
$2.62K ﹤0.01%
49
-115
1829
$2.62K ﹤0.01%
+107
1830
$2.61K ﹤0.01%
71
+9
1831
$2.6K ﹤0.01%
+600
1832
$2.59K ﹤0.01%
44
+33
1833
$2.59K ﹤0.01%
16
+1
1834
$2.58K ﹤0.01%
+172
1835
$2.58K ﹤0.01%
+87
1836
$2.57K ﹤0.01%
200
-87
1837
$2.56K ﹤0.01%
129
+12
1838
$2.5K ﹤0.01%
64
-44
1839
$2.5K ﹤0.01%
40
1840
$2.5K ﹤0.01%
613
+536
1841
$2.49K ﹤0.01%
43
1842
$2.49K ﹤0.01%
+113
1843
$2.48K ﹤0.01%
115
+67
1844
$2.48K ﹤0.01%
32
1845
$2.48K ﹤0.01%
279
+126
1846
$2.48K ﹤0.01%
65
1847
$2.47K ﹤0.01%
18
1848
$2.47K ﹤0.01%
+1,126
1849
$2.46K ﹤0.01%
98
1850
$2.46K ﹤0.01%
420
+180
72 73
74
75 76