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
251
$35K 0.01%
464
+113
252
$34.2K 0.01%
839
+394
253
$34.2K 0.01%
1,297
+66
254
$34K 0.01%
565
255
$33.3K 0.01%
+350
256
$33K 0.01%
630
257
$32.9K 0.01%
350
+300
258
$32.7K 0.01%
236
259
$32.6K 0.01%
525
+350
260
$31.9K 0.01%
+1,050
261
$31.6K 0.01%
629
262
$31.3K 0.01%
+2,076
263
$31.3K 0.01%
406
+200
264
$30.8K 0.01%
464
265
$30.6K 0.01%
1,999
+1,501
266
$30.5K 0.01%
1,250
-1,500
267
$30.3K 0.01%
+2,500
268
$29.9K 0.01%
253
+35
269
$29.3K 0.01%
1,250
-1,500
270
$29.1K 0.01%
2,400
271
$28.9K 0.01%
1,250
-1,500
272
$28.7K 0.01%
288
-156
273
$28.5K 0.01%
400
274
$27.4K 0.01%
581
-1
275
$26.9K 0.01%
600
9 10
11
12 13