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
251
$213K 0.04%
2,850
-1,939
252
$213K 0.04%
+6,381
253
$211K 0.04%
2,135
+1,971
254
$199K 0.04%
+5,794
255
$192K 0.04%
+11,150
256
$192K 0.04%
2,630
-666
257
$192K 0.04%
+769
258
$191K 0.04%
+6,690
259
$188K 0.04%
+6,187
260
$186K 0.04%
+5,278
261
$186K 0.04%
1,867
+1,857
262
$186K 0.04%
7,225
-1,000
263
$186K 0.04%
4,878
+4,344
264
$180K 0.04%
7,394
-24,046
265
$179K 0.04%
+2,366
266
$178K 0.04%
+5,752
267
$177K 0.04%
3,320
+2,060
268
$177K 0.04%
1,386
+125
269
$176K 0.04%
2,974
-2,206
270
$173K 0.03%
+4,842
271
$173K 0.03%
+9,437
272
$171K 0.03%
7,898
+7,866
273
$165K 0.03%
6,154
+3,066
274
$165K 0.03%
+3,467
275
$165K 0.03%
+5,150
9 10
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