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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$128K 0.02%
+2,632
302
$127K 0.02%
+2,132
303
$125K 0.02%
+2,800
304
$125K 0.02%
+1,350
305
$122K 0.01%
+1,600
306
$120K 0.01%
+848
307
$118K 0.01%
+3,420
308
$117K 0.01%
+2,850
309
$116K 0.01%
+1,053
310
$115K 0.01%
+15,881
311
$112K 0.01%
+2,125
312
$110K 0.01%
+1,250
313
$108K 0.01%
+1,765
314
$108K 0.01%
+2,751
315
$105K 0.01%
+3,050
316
$104K 0.01%
+1,158
317
$101K 0.01%
+1,400
318
$97.4K 0.01%
+1,547
319
$95K 0.01%
+867
320
$94.9K 0.01%
+2,750
321
$93.4K 0.01%
+6,911
322
$88.9K 0.01%
+1,988
323
$86K 0.01%
+1,282
324
$85.5K 0.01%
+1,153
325
$78.6K 0.01%
+1,086
11 12
13
14 15