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
1926
$610 ﹤0.01%
2
-60
1927
$609 ﹤0.01%
25
1928
$600 ﹤0.01%
+45
1929
$599 ﹤0.01%
+39
1930
$596 ﹤0.01%
19
1931
$590 ﹤0.01%
11
1932
$581 ﹤0.01%
88
1933
$580 ﹤0.01%
13
1934
$575 ﹤0.01%
7
+1
1935
$561 ﹤0.01%
+16
1936
$559 ﹤0.01%
17
1937
$558 ﹤0.01%
22
1938
$557 ﹤0.01%
+27
1939
$556 ﹤0.01%
11
1940
$555 ﹤0.01%
42
1941
$547 ﹤0.01%
22
-5
1942
$540 ﹤0.01%
20
-4
1943
$538 ﹤0.01%
+168
1944
$537 ﹤0.01%
42
+19
1945
$526 ﹤0.01%
+10
1946
$525 ﹤0.01%
17
1947
$517 ﹤0.01%
9
1948
$513 ﹤0.01%
+30
1949
$513 ﹤0.01%
14
1950
$509 ﹤0.01%
23
+9
76 77
78
79 80