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
$3.46B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,569
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$5.39M
3
+$5.22M
4
NOW icon
ServiceNow
NOW
+$4.91M
5
GD icon
General Dynamics
GD
+$4.82M

Top Sells

1
+$20.9M
2
+$15M
3
+$9.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.49M
5
AAPL icon
Apple
AAPL
+$6.43M

Sector Composition

1 Technology 20.46%
2 Financials 11.31%
3 Consumer Discretionary 8.3%
4 Healthcare 7.7%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.67M 0.08%
56,590
+9,905
177
$2.64M 0.08%
4,166
+97
178
$2.59M 0.08%
8,268
-99
179
$2.56M 0.07%
62,283
-1,544
180
$2.51M 0.07%
9,333
+477
181
$2.49M 0.07%
133,072
-7,819
182
$2.48M 0.07%
23,748
-24,131
183
$2.45M 0.07%
16,909
-861
184
$2.42M 0.07%
24,420
+4,593
185
$2.4M 0.07%
21,661
+226
186
$2.39M 0.07%
38,475
+17,516
187
$2.38M 0.07%
17,006
+1,687
188
$2.26M 0.07%
13,217
+719
189
$2.22M 0.06%
10,816
-91
190
$2.19M 0.06%
37,139
+65
191
$2.19M 0.06%
8,795
+70
192
$2.1M 0.06%
9,485
-660
193
$2.07M 0.06%
17,510
+569
194
$2.07M 0.06%
28,801
-3,003
195
$2.06M 0.06%
45,035
-12,151
196
$2.04M 0.06%
6,549
+400
197
$2.02M 0.06%
46,264
-1,330
198
$1.96M 0.06%
20,408
+4,135
199
$1.92M 0.06%
2,063
+19
200
$1.91M 0.06%
31,043
+793
6 7
8
9 10