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
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.5M
3
+$3.81M
4
AAPL icon
Apple
AAPL
+$3.13M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$9.92M
2
+$2.57M
3
+$2.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.05M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.96%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.49M 0.06%
24,600
-1,085
202
$1.48M 0.06%
28,287
-301
203
$1.48M 0.06%
15,852
-396
204
$1.47M 0.06%
23,057
-623
205
$1.47M 0.06%
10,585
+162
206
$1.44M 0.06%
13,010
+3,161
207
$1.41M 0.06%
13,779
+806
208
$1.38M 0.06%
26,649
-785
209
$1.35M 0.06%
35,323
+1,345
210
$1.26M 0.05%
33,778
-955
211
$1.25M 0.05%
14,601
-802
212
$1.25M 0.05%
14,341
+584
213
$1.23M 0.05%
3,499
+229
214
$1.23M 0.05%
9,283
+906
215
$1.22M 0.05%
11,615
+1,846
216
$1.21M 0.05%
15,580
-709
217
$1.2M 0.05%
12,194
+904
218
$1.2M 0.05%
24,222
+1,541
219
$1.19M 0.05%
13,970
+42
220
$1.18M 0.05%
23,863
-285
221
$1.17M 0.05%
16,828
+1,202
222
$1.16M 0.05%
5,085
+82
223
$1.16M 0.05%
45,948
+14,073
224
$1.13M 0.05%
4,669
-1,554
225
$1.11M 0.05%
18,873
-2,196
7 8
9
10 11