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
1976
$416 ﹤0.01%
5
1977
$409 ﹤0.01%
+191
1978
$409 ﹤0.01%
20
-44
1979
$408 ﹤0.01%
12
1980
$406 ﹤0.01%
31
1981
$404 ﹤0.01%
+13
1982
$398 ﹤0.01%
86
1983
$397 ﹤0.01%
25
-50
1984
$396 ﹤0.01%
8
1985
$395 ﹤0.01%
9
1986
$393 ﹤0.01%
41
-378
1987
$393 ﹤0.01%
10
1988
$391 ﹤0.01%
109
+73
1989
$391 ﹤0.01%
+19
1990
$391 ﹤0.01%
+55
1991
$391 ﹤0.01%
35
1992
$389 ﹤0.01%
9
1993
$386 ﹤0.01%
12
1994
$381 ﹤0.01%
7
1995
$379 ﹤0.01%
+23
1996
$378 ﹤0.01%
+50
1997
$375 ﹤0.01%
10
+8
1998
$373 ﹤0.01%
11
+6
1999
$373 ﹤0.01%
9,300
2000
$366 ﹤0.01%
+34
78 79
80
81 82