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
2101
$133 ﹤0.01%
+12
2102
$130 ﹤0.01%
16
2103
$122 ﹤0.01%
22
2104
$120 ﹤0.01%
23
2105
$116 ﹤0.01%
10
-33
2106
$115 ﹤0.01%
+5
2107
$112 ﹤0.01%
1
2108
$98 ﹤0.01%
+1
2109
$82 ﹤0.01%
+4
2110
$73 ﹤0.01%
4
-1
2111
$35 ﹤0.01%
1
2112
$30 ﹤0.01%
+1
2113
$24 ﹤0.01%
100
2114
$17 ﹤0.01%
3,333
2115
$16 ﹤0.01%
157
2116
$14 ﹤0.01%
36
2117
$2 ﹤0.01%
+163
2118
$1 ﹤0.01%
+300
2119
$0 ﹤0.01%
2,265
2120
$0 ﹤0.01%
150
2121
$0 ﹤0.01%
3,000
2122
– –
-5
2123
$0 ﹤0.01%
54
2124
$0 ﹤0.01%
3
2125
$0 ﹤0.01%
1,300
83 84
85
86 87