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
2051
$238 ﹤0.01%
6
2052
$233 ﹤0.01%
+9
2053
$233 ﹤0.01%
+15
2054
$232 ﹤0.01%
7
2055
$229 ﹤0.01%
+54
2056
$229 ﹤0.01%
13
-16
2057
$227 ﹤0.01%
+19
2058
$226 ﹤0.01%
+17
2059
$225 ﹤0.01%
28
-19
2060
$222 ﹤0.01%
8
2061
$221 ﹤0.01%
40
+8
2062
$220 ﹤0.01%
4
2063
$220 ﹤0.01%
15
-1
2064
$217 ﹤0.01%
+14
2065
$215 ﹤0.01%
18
2066
$215 ﹤0.01%
+16
2067
$213 ﹤0.01%
17
2068
$208 ﹤0.01%
+29
2069
$205 ﹤0.01%
+17
2070
$205 ﹤0.01%
11
-86
2071
$200 ﹤0.01%
2
2072
$199 ﹤0.01%
+20
2073
$198 ﹤0.01%
9
-8
2074
$198 ﹤0.01%
44
2075
$195 ﹤0.01%
10
-136
81 82
83
84 85