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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$121K 0.03%
872
-2,173
302
$120K 0.03%
1,875
-349
303
$118K 0.03%
10,555
-1,937
304
$118K 0.03%
4,378
-580
305
$117K 0.03%
2,449
-450
306
$117K 0.03%
1,850
-3,785
307
$112K 0.03%
654
+454
308
$112K 0.02%
+3,912
309
$110K 0.02%
2,056
-405
310
$110K 0.02%
2,950
+2,424
311
$108K 0.02%
1,765
312
$107K 0.02%
+2,788
313
$104K 0.02%
1,000
-231
314
$100K 0.02%
1,641
-292
315
$99.6K 0.02%
1,300
316
$99.4K 0.02%
3,800
317
$97.5K 0.02%
2,869
+1,869
318
$95.6K 0.02%
1,628
-364
319
$91.9K 0.02%
2,037
-2,803
320
$91K 0.02%
+9,486
321
$90.9K 0.02%
1,333
-1,342
322
$90.3K 0.02%
+4,754
323
$89.1K 0.02%
3,506
-6,370
324
$88.2K 0.02%
1,818
+50
325
$88.1K 0.02%
1,505
11 12
13
14 15