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
276
$430K 0.03%
16,224
-2,687
277
$428K 0.03%
2,583
-71
278
$428K 0.03%
6,024
-164
279
$416K 0.03%
7,990
-221
280
$415K 0.03%
5,447
-147
281
$415K 0.03%
1,833
-30
282
$415K 0.03%
2,439
283
$414K 0.03%
4,538
-290
284
$413K 0.03%
6,933
+6,779
285
$408K 0.03%
7,574
+178
286
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18,612
-507
287
$398K 0.03%
7,357
-192
288
$390K 0.03%
+15,123
289
$382K 0.03%
3,305
-885
290
$382K 0.03%
4,082
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291
$380K 0.03%
4,834
-1,048
292
$377K 0.03%
21,059
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293
$370K 0.03%
4,740
-39
294
$369K 0.03%
2,641
-418
295
$369K 0.03%
10,925
-297
296
$363K 0.03%
15,830
+1,385
297
$361K 0.03%
6,610
+70
298
$350K 0.02%
4,609
+532
299
$347K 0.02%
2,203
-455
300
$343K 0.02%
2,276
+267
10 11
12
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