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
301
$19.3K 0.01%
225
302
$19.2K 0.01%
334
-57
303
$18.3K 0.01%
274
304
$17.8K 0.01%
164
305
$17.6K 0.01%
+350
306
$17.4K 0.01%
150
307
$17K 0.01%
+1,000
308
$16.9K 0.01%
180
309
$16.9K 0.01%
382
-75
310
$16.6K 0.01%
100
311
$16.3K 0.01%
300
312
$16.1K 0.01%
300
313
$16K 0.01%
1,000
314
$15.9K 0.01%
250
315
$15.6K 0.01%
+1,000
316
$15.6K 0.01%
130
317
$15.4K 0.01%
825
318
$15.1K 0.01%
+741
319
$14.9K 0.01%
200
320
$14.8K 0.01%
350
-137
321
$14.7K 0.01%
193
322
$14.5K 0.01%
600
-400
323
$14.5K 0.01%
226
324
$14.3K 0.01%
100
325
$14.2K 0.01%
389
-106
11 12
13
14 15