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
326
$13.8K 0.01%
+1,036
327
$13.7K 0.01%
237
-119
328
$13.5K 0.01%
226
+77
329
$13.5K 0.01%
2,830
-4,534
330
$13.5K 0.01%
+1,300
331
$12.8K 0.01%
200
332
$12.5K ﹤0.01%
+100
333
$12.4K ﹤0.01%
377
334
$12.4K ﹤0.01%
375
-1,050
335
$12K ﹤0.01%
250
336
$11.8K ﹤0.01%
+1,647
337
$11.6K ﹤0.01%
120
338
$11.6K ﹤0.01%
200
339
$11.5K ﹤0.01%
200
340
$11.5K ﹤0.01%
+200
341
$11.3K ﹤0.01%
672
342
$11.1K ﹤0.01%
150
-35
343
$11K ﹤0.01%
190
344
$11K ﹤0.01%
95
-22
345
$10.9K ﹤0.01%
156
346
$10.8K ﹤0.01%
122
347
$10.8K ﹤0.01%
149
348
$10.7K ﹤0.01%
180
349
$10.7K ﹤0.01%
500
350
$10.4K ﹤0.01%
1,000
12 13
14
15 16