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
276
$243K 0.02%
1,095
-492
277
$242K 0.02%
5,329
-40
278
$239K 0.02%
1,883
-8,197
279
$236K 0.02%
6,301
-160
280
$234K 0.02%
2,986
-230
281
$225K 0.02%
+1,700
282
$224K 0.02%
2,420
+920
283
$217K 0.02%
4,118
-76
284
$217K 0.02%
5,031
+157
285
$207K 0.02%
1,049
-75
286
$195K 0.02%
3,010
+92
287
$190K 0.02%
7,852
-152
288
$190K 0.02%
1,124
289
$184K 0.02%
10,000
290
$181K 0.02%
2,180
+880
291
$173K 0.02%
5,420
-35,485
292
$170K 0.02%
2,495
-745
293
$168K 0.02%
1,677
+4
294
$165K 0.01%
+7,500
295
$164K 0.01%
+4,800
296
$157K 0.01%
14,043
-1,472
297
$156K 0.01%
2,003
+601
298
$156K 0.01%
490
+28
299
$153K 0.01%
949
300
$152K 0.01%
2,696
+65
10 11
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