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
201
$1.81M 0.05%
47,762
-362
202
$1.81M 0.05%
60,793
+12,463
203
$1.8M 0.05%
12,196
-72
204
$1.75M 0.05%
16,139
-13,704
205
$1.74M 0.05%
132,270
-4,691
206
$1.72M 0.05%
37,780
+6,162
207
$1.63M 0.05%
35,666
+9,381
208
$1.54M 0.05%
20,427
-2,491
209
$1.53M 0.05%
25,753
-1,041
210
$1.51M 0.05%
11,291
-2,822
211
$1.51M 0.05%
25,364
+3,608
212
$1.45M 0.04%
15,653
-36
213
$1.44M 0.04%
13,861
-162
214
$1.4M 0.04%
8,093
+1,513
215
$1.37M 0.04%
13,352
-3,660
216
$1.33M 0.04%
19,543
-394
217
$1.31M 0.04%
17,061
-4,228
218
$1.29M 0.04%
9,333
+173
219
$1.27M 0.04%
4,385
-136
220
$1.27M 0.04%
13,795
+5,283
221
$1.26M 0.04%
14,266
-2,530
222
$1.25M 0.04%
1,859
+668
223
$1.24M 0.04%
28,275
-1,434
224
$1.23M 0.04%
+37,680
225
$1.21M 0.04%
6,023
+139
7 8
9
10 11