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
2001
$361 ﹤0.01%
+6
2002
$359 ﹤0.01%
13
2003
$355 ﹤0.01%
15
+7
2004
$345 ﹤0.01%
+25
2005
$344 ﹤0.01%
28
2006
$340 ﹤0.01%
35
2007
$339 ﹤0.01%
113
2008
$336 ﹤0.01%
+17
2009
$334 ﹤0.01%
7
2010
$328 ﹤0.01%
6
+3
2011
$326 ﹤0.01%
8
2012
$321 ﹤0.01%
10
2013
$319 ﹤0.01%
23
-61
2014
$317 ﹤0.01%
49
2015
$315 ﹤0.01%
21
-83
2016
$310 ﹤0.01%
69
2017
$307 ﹤0.01%
+63
2018
$301 ﹤0.01%
12
2019
$299 ﹤0.01%
4
2020
$299 ﹤0.01%
+6
2021
$297 ﹤0.01%
+8
2022
$296 ﹤0.01%
+9
2023
$294 ﹤0.01%
19
-11
2024
$291 ﹤0.01%
65
-113
2025
$290 ﹤0.01%
11
79 80
81
82 83