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
$253M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$3.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M

Top Sells

1
+$1.38M
2
+$1.16M
3
+$1.01M
4
LYB icon
LyondellBasell Industries
LYB
+$996K
5
KIM.PRI.CL
KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
+$929K

Sector Composition

1 Financials 11.12%
2 Industrials 7.33%
3 Healthcare 7.21%
4 Technology 7.14%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.1K 0.02%
366
227
$46.5K 0.02%
1,950
228
$45.2K 0.02%
362
+16
229
$44.4K 0.02%
2,200
230
$44.2K 0.02%
1,088
231
$43.8K 0.02%
551
-522
232
$42.9K 0.02%
550
233
$42.7K 0.02%
589
234
$42.6K 0.02%
600
235
$42.5K 0.02%
1,298
236
$42.2K 0.02%
2,290
-740
237
$41.9K 0.02%
+493
238
$40.8K 0.02%
388
+206
239
$40K 0.02%
+925
240
$39.3K 0.02%
235
-26
241
$39.3K 0.02%
2,000
242
$38.6K 0.02%
734
+423
243
$38.3K 0.02%
1,300
-300
244
$38.2K 0.02%
+2,836
245
$38K 0.02%
+2,803
246
$37.2K 0.01%
2,475
+1,290
247
$36.8K 0.01%
278
248
$36.4K 0.01%
687
+446
249
$36.1K 0.01%
921
250
$36K 0.01%
678
+109
8 9
10
11 12