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
176
$2.45M 0.07%
4,891
+316
177
$2.43M 0.07%
32,822
+1,189
178
$2.39M 0.07%
39,588
+10,328
179
$2.37M 0.07%
10,875
+595
180
$2.36M 0.07%
55,312
-2,524
181
$2.3M 0.07%
7,353
+414
182
$2.29M 0.07%
58,889
+2,112
183
$2.21M 0.07%
45,487
-5,841
184
$2.18M 0.07%
30,483
+20,657
185
$2.17M 0.07%
15,346
+2,508
186
$2.16M 0.07%
21,544
+497
187
$2.08M 0.06%
10,600
+6,542
188
$2.07M 0.06%
10,644
-26,121
189
$2.04M 0.06%
20,976
-457
190
$2.03M 0.06%
41,570
+4,107
191
$2.01M 0.06%
11,504
-1,756
192
$2.01M 0.06%
8,675
+334
193
$1.97M 0.06%
21,353
+261
194
$1.97M 0.06%
27,120
+20,553
195
$1.96M 0.06%
18,386
+2,279
196
$1.94M 0.06%
9,579
-1,455
197
$1.92M 0.06%
21,431
-345
198
$1.9M 0.06%
32,400
+288
199
$1.88M 0.06%
103,375
+338
200
$1.86M 0.06%
9,643
+123
6 7
8
9 10