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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$119K 0.02%
+2,498
302
$117K 0.02%
+3,977
303
$116K 0.02%
+3,463
304
$116K 0.02%
1,887
+259
305
$116K 0.02%
1,775
+442
306
$115K 0.02%
9,480
-10,185
307
$113K 0.02%
3,564
+1,590
308
$112K 0.02%
4,200
+1,000
309
$111K 0.02%
11,095
+9,795
310
$111K 0.02%
+2,841
311
$110K 0.02%
+9,499
312
$105K 0.02%
+2,950
313
$105K 0.02%
2,044
+377
314
$105K 0.02%
+2,588
315
$104K 0.02%
+5,365
316
$104K 0.02%
+1,827
317
$103K 0.02%
+1,914
318
$103K 0.02%
+1,034
319
$100K 0.02%
+1,281
320
$100K 0.02%
+1,673
321
$97.4K 0.02%
1,300
322
$95.3K 0.02%
+4,956
323
$91.1K 0.02%
1,120
+38
324
$90.9K 0.02%
4,471
+285
325
$89.4K 0.02%
+500
11 12
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