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
276
$199K 0.02%
+2,609
277
$198K 0.02%
+3,221
278
$188K 0.02%
+4,675
279
$188K 0.02%
+15,515
280
$186K 0.02%
+1,304
281
$177K 0.02%
+2,435
282
$177K 0.02%
+7,308
283
$173K 0.02%
+1,124
284
$166K 0.02%
+6,843
285
$163K 0.02%
+4,675
286
$160K 0.02%
+1,028
287
$158K 0.02%
+1,830
288
$155K 0.02%
+6,170
289
$153K 0.02%
+2,889
290
$148K 0.02%
+1,029
291
$141K 0.02%
+1,650
292
$140K 0.02%
+874
293
$139K 0.02%
+462
294
$137K 0.02%
+1,451
295
$137K 0.02%
+20,000
296
$134K 0.02%
+1,000
297
$134K 0.02%
+2,011
298
$134K 0.02%
+10,000
299
$132K 0.02%
+1,283
300
$130K 0.02%
+1,757
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