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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$543K 0.04%
12,570
+750
252
$523K 0.04%
8,881
-199
253
$513K 0.04%
16,775
-452
254
$512K 0.04%
7,321
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255
$505K 0.03%
4,422
-248
256
$504K 0.03%
18,723
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257
$499K 0.03%
11,165
-2,544
258
$494K 0.03%
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259
$491K 0.03%
4,109
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260
$490K 0.03%
24,641
-662
261
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2,937
262
$481K 0.03%
12,382
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263
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264
$474K 0.03%
15,000
-2,200
265
$466K 0.03%
66,748
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266
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23,760
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268
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6,378
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269
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19,202
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270
$446K 0.03%
13,435
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271
$443K 0.03%
5,275
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272
$434K 0.03%
8,829
-200
273
$433K 0.03%
5,303
-139
274
$433K 0.03%
1,880
-198
275
$430K 0.03%
7,944
-221
9 10
11
12 13