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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$273K 0.06%
5,442
-972
227
$271K 0.06%
6,143
-7,121
228
$269K 0.06%
7,360
+6,795
229
$268K 0.06%
9,339
-11,626
230
$267K 0.06%
5,105
-5,150
231
$267K 0.06%
1,161
-213
232
$265K 0.06%
32,937
+12,573
233
$263K 0.06%
7,595
-9,110
234
$262K 0.06%
5,628
-5,138
235
$258K 0.06%
7,670
-8,322
236
$256K 0.06%
3,649
-3,611
237
$254K 0.06%
9,775
+1,200
238
$252K 0.06%
5,035
-917
239
$251K 0.06%
2,475
+1,295
240
$248K 0.06%
19,290
-16,410
241
$238K 0.05%
3,050
+500
242
$236K 0.05%
2,261
-2,444
243
$232K 0.05%
+5,227
244
$232K 0.05%
4,921
+111
245
$229K 0.05%
2,894
+896
246
$228K 0.05%
2,097
+1,843
247
$225K 0.05%
3,344
-3,743
248
$224K 0.05%
5,467
-1,019
249
$223K 0.05%
+9,365
250
$222K 0.05%
5,930
-1,061
8 9
10
11 12