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
251
$220K 0.05%
2,184
-2,219
252
$220K 0.05%
4,164
-763
253
$219K 0.05%
697
+170
254
$218K 0.05%
2,320
-435
255
$215K 0.05%
6,520
-24,630
256
$212K 0.05%
8,225
+2,050
257
$208K 0.05%
5,173
-957
258
$205K 0.05%
+6,564
259
$199K 0.04%
765
+406
260
$197K 0.04%
5,677
-1,044
261
$197K 0.04%
1,867
-457
262
$196K 0.04%
6,066
-1,106
263
$194K 0.04%
1,629
+1,119
264
$193K 0.04%
+6,179
265
$193K 0.04%
9,218
-3,822
266
$192K 0.04%
4,798
-751
267
$189K 0.04%
5,629
-1,058
268
$189K 0.04%
10,796
-2,138
269
$185K 0.04%
+2,364
270
$182K 0.04%
6,650
+1,525
271
$175K 0.04%
5,054
-897
272
$172K 0.04%
7,648
-1,513
273
$171K 0.04%
6,600
-29,375
274
$171K 0.04%
+7,879
275
$168K 0.04%
2,983
+1,340
9 10
11
12 13