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
2076
$192 ﹤0.01%
6
2077
$189 ﹤0.01%
+4
2078
$188 ﹤0.01%
537
2079
$186 ﹤0.01%
+3
2080
$178 ﹤0.01%
+1
2081
$178 ﹤0.01%
5
-7
2082
$176 ﹤0.01%
17
-132
2083
$176 ﹤0.01%
18
-75
2084
$172 ﹤0.01%
7
-3
2085
$168 ﹤0.01%
11
-2
2086
$166 ﹤0.01%
4
2087
$165 ﹤0.01%
5
-3
2088
$165 ﹤0.01%
2
2089
$162 ﹤0.01%
3
-11
2090
$155 ﹤0.01%
+58
2091
$154 ﹤0.01%
+5
2092
$149 ﹤0.01%
+9
2093
$147 ﹤0.01%
4
-31
2094
$146 ﹤0.01%
3
2095
$146 ﹤0.01%
2
-62
2096
$144 ﹤0.01%
+49
2097
$144 ﹤0.01%
+3
2098
$143 ﹤0.01%
+5
2099
$142 ﹤0.01%
8
-86
2100
$133 ﹤0.01%
+18
82 83
84
85 86