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
1901
$703 ﹤0.01%
+8
1902
$703 ﹤0.01%
51
1903
$698 ﹤0.01%
+104
1904
$698 ﹤0.01%
100
-74
1905
$697 ﹤0.01%
+16
1906
$692 ﹤0.01%
39
1907
$682 ﹤0.01%
23
-2
1908
$681 ﹤0.01%
65
1909
$680 ﹤0.01%
189
1910
$678 ﹤0.01%
+33
1911
$672 ﹤0.01%
19
1912
$670 ﹤0.01%
23
-45
1913
$663 ﹤0.01%
37
1914
$660 ﹤0.01%
29
+8
1915
$658 ﹤0.01%
120
-231
1916
$655 ﹤0.01%
+14
1917
$652 ﹤0.01%
112
+58
1918
$650 ﹤0.01%
15
-8
1919
$639 ﹤0.01%
11
-2
1920
$634 ﹤0.01%
7
+3
1921
$633 ﹤0.01%
19
-9
1922
$632 ﹤0.01%
11
-3
1923
$632 ﹤0.01%
30
-8
1924
$628 ﹤0.01%
36
1925
$625 ﹤0.01%
123
75 76
77
78 79