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
276
$167K 0.04%
+13,000
277
$165K 0.04%
4,744
-859
278
$163K 0.04%
+1,926
279
$162K 0.04%
9,870
-1,820
280
$161K 0.04%
5,767
-1,045
281
$161K 0.04%
8,228
-1,477
282
$160K 0.04%
1,261
+417
283
$160K 0.04%
+6,787
284
$160K 0.04%
4,789
-8,245
285
$160K 0.04%
+5,258
286
$153K 0.03%
5,344
-980
287
$150K 0.03%
1,139
-216
288
$150K 0.03%
+102
289
$148K 0.03%
4,079
+4,037
290
$143K 0.03%
24,280
-4,245
291
$138K 0.03%
5,900
+3,800
292
$137K 0.03%
+9,410
293
$136K 0.03%
+4,795
294
$135K 0.03%
+12,774
295
$135K 0.03%
10,919
+2,423
296
$132K 0.03%
+1,514
297
$126K 0.03%
10,500
+5,250
298
$126K 0.03%
+1,769
299
$124K 0.03%
900
-190
300
$123K 0.03%
1,800
+1,400
10 11
12
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