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
$253M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$3.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M

Top Sells

1
+$1.38M
2
+$1.16M
3
+$1.01M
4
LYB icon
LyondellBasell Industries
LYB
+$996K
5
KIM.PRI.CL
KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
+$929K

Sector Composition

1 Financials 11.12%
2 Industrials 7.33%
3 Healthcare 7.21%
4 Technology 7.14%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26.5K 0.01%
+545
277
$24.9K 0.01%
+2,000
278
$24.8K 0.01%
225
279
$24.4K 0.01%
251
+226
280
$24.2K 0.01%
205
281
$24.1K 0.01%
20
282
$23.8K 0.01%
300
283
$23.7K 0.01%
450
+200
284
$23.1K 0.01%
300
285
$22.5K 0.01%
180
+150
286
$21.9K 0.01%
+1,000
287
$21.7K 0.01%
+121
288
$21.4K 0.01%
534
289
$21.1K 0.01%
131
290
$21K 0.01%
240
+200
291
$20.9K 0.01%
+1,000
292
$20.8K 0.01%
300
293
$20.8K 0.01%
+240
294
$20.7K 0.01%
1,042
295
$20.6K 0.01%
+225
296
$20.5K 0.01%
233
-57
297
$20.4K 0.01%
242
-6,712
298
$20.3K 0.01%
+2,060
299
$20.1K 0.01%
+1,365
300
$19.8K 0.01%
451
10 11
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