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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.97M 0.08%
+6,766
177
$1.97M 0.08%
13,747
+2,070
178
$1.87M 0.08%
103,691
-302
179
$1.86M 0.08%
33,462
+2,874
180
$1.77M 0.08%
18,492
+288
181
$1.74M 0.07%
14,942
+7
182
$1.72M 0.07%
10,375
-61
183
$1.72M 0.07%
54,883
-3,882
184
$1.7M 0.07%
82,374
+5,766
185
$1.64M 0.07%
12,906
+36
186
$1.64M 0.07%
9,051
+224
187
$1.63M 0.07%
61,421
+4,082
188
$1.62M 0.07%
20,706
-14,565
189
$1.62M 0.07%
9,790
+66
190
$1.61M 0.07%
3,045
+464
191
$1.59M 0.07%
11,013
+933
192
$1.57M 0.07%
27,969
+675
193
$1.57M 0.07%
4,109
+159
194
$1.56M 0.07%
108,937
+23,858
195
$1.55M 0.07%
+26,514
196
$1.53M 0.06%
37,352
-2,752
197
$1.51M 0.06%
4,373
+104
198
$1.51M 0.06%
101,647
+6,482
199
$1.5M 0.06%
11,538
+661
200
$1.49M 0.06%
27,247
-459
6 7
8
9 10