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
1951
$506 ﹤0.01%
12
-44
1952
$500 ﹤0.01%
8
1953
$493 ﹤0.01%
63
1954
$488 ﹤0.01%
+105
1955
$485 ﹤0.01%
26
+17
1956
$477 ﹤0.01%
14
1957
$476 ﹤0.01%
45
-2
1958
$476 ﹤0.01%
26
-1
1959
$476 ﹤0.01%
19
1960
$472 ﹤0.01%
+14
1961
$470 ﹤0.01%
35
-82
1962
$469 ﹤0.01%
72
-2
1963
$465 ﹤0.01%
+21
1964
$465 ﹤0.01%
11
-20
1965
$456 ﹤0.01%
39
-116
1966
$443 ﹤0.01%
17
1967
$436 ﹤0.01%
+18
1968
$434 ﹤0.01%
6
1969
$434 ﹤0.01%
11
1970
$429 ﹤0.01%
11
1971
$428 ﹤0.01%
28
1972
$427 ﹤0.01%
+76
1973
$421 ﹤0.01%
19
+9
1974
$420 ﹤0.01%
3
1975
$419 ﹤0.01%
+16
77 78
79
80 81