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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$311K 0.06%
3,190
+1,058
227
$311K 0.06%
6,009
+5,428
228
$306K 0.06%
+6,023
229
$303K 0.06%
5,112
+2,395
230
$293K 0.06%
+712
231
$286K 0.06%
19,311
-13,504
232
$276K 0.05%
+5,544
233
$274K 0.05%
+6,045
234
$270K 0.05%
3,193
+2,953
235
$268K 0.05%
+4,251
236
$268K 0.05%
8,764
+515
237
$268K 0.05%
2,925
+2,277
238
$254K 0.05%
9,775
239
$249K 0.05%
3,040
-900
240
$248K 0.05%
32,937
+25,444
241
$243K 0.05%
17,512
242
$239K 0.05%
2,389
+1,797
243
$238K 0.05%
+5,136
244
$235K 0.05%
3,050
+2,500
245
$234K 0.05%
+1,189
246
$222K 0.04%
1,847
+1,785
247
$222K 0.04%
+5,586
248
$220K 0.04%
+9,365
249
$220K 0.04%
6,689
+2,734
250
$217K 0.04%
1,771
+1,405
8 9
10
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