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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$341K 0.04%
+2,439
227
$341K 0.04%
+13,510
228
$333K 0.04%
+1,824
229
$326K 0.04%
+1,587
230
$325K 0.04%
+4,811
231
$316K 0.04%
+3,885
232
$314K 0.04%
+7,656
233
$313K 0.04%
+9,021
234
$312K 0.04%
+2,555
235
$310K 0.04%
+6,950
236
$309K 0.04%
+7,028
237
$305K 0.04%
+2,494
238
$303K 0.04%
+9,229
239
$301K 0.04%
+6,309
240
$300K 0.04%
+3,889
241
$296K 0.04%
+18,378
242
$295K 0.04%
+6,269
243
$295K 0.04%
+13,042
244
$292K 0.04%
+3,871
245
$288K 0.04%
+7,604
246
$288K 0.04%
+1,784
247
$280K 0.03%
+4,048
248
$277K 0.03%
+4,961
249
$272K 0.03%
+3,672
250
$269K 0.03%
+6,211
8 9
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