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
251
$268K 0.03%
+7,628
252
$264K 0.03%
+17,041
253
$264K 0.03%
+3,186
254
$263K 0.03%
+1,459
255
$262K 0.03%
+3,687
256
$260K 0.03%
+6,240
257
$259K 0.03%
+752
258
$257K 0.03%
+2,328
259
$250K 0.03%
+5,436
260
$248K 0.03%
+2,000
261
$247K 0.03%
+19,120
262
$246K 0.03%
+7,141
263
$244K 0.03%
+5,459
264
$243K 0.03%
+2,648
265
$243K 0.03%
+6,706
266
$242K 0.03%
+3,546
267
$233K 0.03%
+4,429
268
$232K 0.03%
+9,100
269
$228K 0.03%
+4,249
270
$221K 0.03%
+4,984
271
$218K 0.03%
+3,016
272
$211K 0.03%
+3,385
273
$209K 0.03%
+2,897
274
$207K 0.03%
+10,000
275
$200K 0.02%
+18,489
9 10
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