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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.3M 0.09%
44,420
+11,313
177
$2.26M 0.09%
52,200
-1,606
178
$2.24M 0.08%
100,111
+9,656
179
$2.24M 0.08%
51,969
+3,058
180
$2.23M 0.08%
16,095
+2,948
181
$2.22M 0.08%
46,873
+339
182
$2.2M 0.08%
13,385
+1,549
183
$2.18M 0.08%
128,670
+14,067
184
$2.14M 0.08%
43,113
+9,467
185
$2.12M 0.08%
+31,304
186
$2.1M 0.08%
15,324
+2,512
187
$2.03M 0.08%
14,945
-5
188
$2.02M 0.08%
17,960
+3,419
189
$1.95M 0.07%
18,241
-10,305
190
$1.95M 0.07%
34,572
+7,259
191
$1.88M 0.07%
71,610
+14,736
192
$1.84M 0.07%
16,510
+2,141
193
$1.83M 0.07%
3,725
-127
194
$1.82M 0.07%
11,231
-315
195
$1.8M 0.07%
9,284
-418
196
$1.79M 0.07%
16,832
-420
197
$1.79M 0.07%
34,879
+8,155
198
$1.76M 0.07%
28,594
-2,303
199
$1.76M 0.07%
9,424
-567
200
$1.76M 0.07%
12,842
+2,381
6 7
8
9 10