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
1876
$776 ﹤0.01%
12
1877
$776 ﹤0.01%
35
+19
1878
$775 ﹤0.01%
49
1879
$771 ﹤0.01%
331
-269
1880
$764 ﹤0.01%
+137
1881
$760 ﹤0.01%
83
+22
1882
$756 ﹤0.01%
+90
1883
$753 ﹤0.01%
+5
1884
$748 ﹤0.01%
220
1885
$747 ﹤0.01%
79
1886
$745 ﹤0.01%
11
1887
$744 ﹤0.01%
58
1888
$741 ﹤0.01%
42
1889
$740 ﹤0.01%
18
1890
$739 ﹤0.01%
38
-1,438
1891
$739 ﹤0.01%
30
1892
$730 ﹤0.01%
+21
1893
$728 ﹤0.01%
24
1894
$725 ﹤0.01%
24
-19
1895
$721 ﹤0.01%
33
1896
$718 ﹤0.01%
70
+11
1897
$718 ﹤0.01%
+45
1898
$712 ﹤0.01%
39
1899
$712 ﹤0.01%
5
1900
$708 ﹤0.01%
+517
74 75
76
77 78