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
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.75M 0.07%
4,676
+1,204
202
$1.67M 0.06%
+54,447
203
$1.66M 0.06%
7,731
+150
204
$1.65M 0.06%
34,852
+8,049
205
$1.6M 0.06%
5,597
+105
206
$1.57M 0.06%
52,039
-1,000
207
$1.54M 0.06%
9,562
-160
208
$1.41M 0.05%
4,556
+40
209
$1.39M 0.05%
55,732
+156
210
$1.35M 0.05%
22,180
+3,170
211
$1.34M 0.05%
33,461
-1,371
212
$1.33M 0.05%
15,751
+4,907
213
$1.29M 0.05%
12,944
-160
214
$1.27M 0.05%
11,602
+3,701
215
$1.27M 0.05%
3,057
-524
216
$1.26M 0.05%
23,002
+7,753
217
$1.26M 0.05%
11,196
+3,674
218
$1.21M 0.05%
8,080
-3,522
219
$1.18M 0.04%
24,629
+138
220
$1.18M 0.04%
16,531
-612
221
$1.17M 0.04%
23,686
-983
222
$1.13M 0.04%
18,428
-4,798
223
$1.09M 0.04%
21,059
-320
224
$1.08M 0.04%
3,642
-43
225
$1.07M 0.04%
14,659
-587
7 8
9
10 11