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
$3.46B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,569
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$5.39M
3
+$5.22M
4
NOW icon
ServiceNow
NOW
+$4.91M
5
GD icon
General Dynamics
GD
+$4.82M

Top Sells

1
+$20.9M
2
+$15M
3
+$9.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.49M
5
AAPL icon
Apple
AAPL
+$6.43M

Sector Composition

1 Technology 20.46%
2 Financials 11.31%
3 Consumer Discretionary 8.3%
4 Healthcare 7.7%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.89M 0.05%
30,145
-2,243
202
$1.89M 0.05%
10,021
+273
203
$1.89M 0.05%
25,888
+3,781
204
$1.86M 0.05%
15,250
-6,346
205
$1.82M 0.05%
121,137
-5,924
206
$1.76M 0.05%
26,798
+10,033
207
$1.76M 0.05%
27,685
-6,083
208
$1.76M 0.05%
28,560
-2,879
209
$1.75M 0.05%
29,692
+22
210
$1.74M 0.05%
29,698
-362
211
$1.71M 0.05%
9,514
-259
212
$1.71M 0.05%
9,516
+234
213
$1.64M 0.05%
36,102
+1,094
214
$1.63M 0.05%
32,394
+15,435
215
$1.63M 0.05%
30,554
-3,871
216
$1.62M 0.05%
34,058
+977
217
$1.6M 0.05%
34,761
+4,831
218
$1.6M 0.05%
21,699
+5,076
219
$1.57M 0.05%
21,659
+583
220
$1.54M 0.04%
9,699
-540
221
$1.51M 0.04%
14,708
-1,132
222
$1.5M 0.04%
12,525
-141
223
$1.49M 0.04%
7,464
-1,045
224
$1.45M 0.04%
13,943
-3,314
225
$1.37M 0.04%
5,875
+5,602
7 8
9
10 11