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
2026
$290 ﹤0.01%
+17
2027
$286 ﹤0.01%
7
2028
$284 ﹤0.01%
9
2029
$283 ﹤0.01%
+7
2030
$280 ﹤0.01%
16
2031
$279 ﹤0.01%
49
-13
2032
$274 ﹤0.01%
5
+2
2033
$272 ﹤0.01%
+5
2034
$271 ﹤0.01%
10
2035
$270 ﹤0.01%
2
-2
2036
$270 ﹤0.01%
21
-43
2037
$270 ﹤0.01%
+2
2038
$269 ﹤0.01%
30
2039
$266 ﹤0.01%
+7
2040
$263 ﹤0.01%
+3
2041
$262 ﹤0.01%
+46
2042
$262 ﹤0.01%
+25
2043
$261 ﹤0.01%
53
-35
2044
$260 ﹤0.01%
+61
2045
$260 ﹤0.01%
16
-2
2046
$251 ﹤0.01%
+30
2047
$251 ﹤0.01%
24
-180
2048
$251 ﹤0.01%
+14
2049
$249 ﹤0.01%
4
2050
$249 ﹤0.01%
11
80 81
82
83 84