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
1851
$2.45K ﹤0.01%
+36
1852
$2.42K ﹤0.01%
68
+54
1853
$2.42K ﹤0.01%
35
1854
$2.41K ﹤0.01%
48
1855
$2.41K ﹤0.01%
+25
1856
$2.4K ﹤0.01%
152
1857
$2.4K ﹤0.01%
+109
1858
$2.38K ﹤0.01%
184
+132
1859
$2.37K ﹤0.01%
98
1860
$2.37K ﹤0.01%
810
1861
$2.36K ﹤0.01%
87
+77
1862
$2.35K ﹤0.01%
31
+25
1863
$2.35K ﹤0.01%
121
-133
1864
$2.35K ﹤0.01%
+320
1865
$2.33K ﹤0.01%
40
1866
$2.32K ﹤0.01%
+50
1867
$2.31K ﹤0.01%
67
1868
$2.31K ﹤0.01%
+420
1869
$2.3K ﹤0.01%
61
-16
1870
$2.3K ﹤0.01%
89
1871
$2.3K ﹤0.01%
306
+136
1872
$2.28K ﹤0.01%
22
-86
1873
$2.28K ﹤0.01%
34
+18
1874
$2.28K ﹤0.01%
51
-2
1875
$2.27K ﹤0.01%
267
+256
73 74
75
76 77