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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$296K 0.03%
3,305
-478
252
$295K 0.03%
5,627
-110
253
$293K 0.03%
6,412
-122
254
$293K 0.03%
9,470
-149
255
$290K 0.03%
5,305
-1,688
256
$288K 0.03%
13,042
257
$287K 0.03%
1,366
-1,018
258
$285K 0.03%
9,696
-1,295
259
$276K 0.02%
5,016
-911
260
$275K 0.02%
3,814
-68
261
$273K 0.02%
5,574
-110
262
$272K 0.02%
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-46
263
$272K 0.02%
14,441
+9,186
264
$270K 0.02%
4,842
-95
265
$269K 0.02%
+8,166
266
$261K 0.02%
5,478
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267
$261K 0.02%
1,634
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268
$260K 0.02%
6,690
-2,250
269
$257K 0.02%
3,363
-66
270
$250K 0.02%
2,648
271
$248K 0.02%
+3,684
272
$246K 0.02%
+3,252
273
$246K 0.02%
3,640
-94
274
$244K 0.02%
2,985
-55
275
$244K 0.02%
+7,676
9 10
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