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
1851
$860 ﹤0.01%
2
1852
$860 ﹤0.01%
23
1853
$850 ﹤0.01%
11
-5
1854
$833 ﹤0.01%
20
+7
1855
$829 ﹤0.01%
280
+121
1856
$828 ﹤0.01%
33
-60
1857
$828 ﹤0.01%
22
1858
$824 ﹤0.01%
73
1859
$818 ﹤0.01%
+11
1860
$814 ﹤0.01%
+33
1861
$807 ﹤0.01%
11
+8
1862
$805 ﹤0.01%
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1863
$805 ﹤0.01%
25
1864
$804 ﹤0.01%
12
+3
1865
$802 ﹤0.01%
+12
1866
$801 ﹤0.01%
239
1867
$795 ﹤0.01%
14
+2
1868
$792 ﹤0.01%
+62
1869
$791 ﹤0.01%
29
1870
$786 ﹤0.01%
333
1871
$785 ﹤0.01%
29
+9
1872
$783 ﹤0.01%
66
-23
1873
$782 ﹤0.01%
33
-11
1874
$778 ﹤0.01%
195
-113
1875
$777 ﹤0.01%
11
73 74
75
76 77