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
326
$86.3K 0.02%
700
327
$84.6K 0.02%
2,136
+1,048
328
$84.5K 0.02%
1,765
329
$83.8K 0.02%
1,458
+1,184
330
$83.4K 0.02%
2,110
-1,975
331
$82.6K 0.02%
+1,387
332
$82.3K 0.02%
1,505
333
$81.1K 0.02%
1,553
+1,518
334
$81K 0.02%
5,217
+5,097
335
$80.7K 0.02%
+11,690
336
$80.5K 0.02%
1,806
+1,610
337
$79.8K 0.02%
1,806
+1,206
338
$79.1K 0.02%
433
+302
339
$78.7K 0.02%
1,066
+301
340
$77K 0.02%
+2,075
341
$73.6K 0.01%
5,237
342
$72K 0.01%
+3,252
343
$71.7K 0.01%
994
+588
344
$70.1K 0.01%
+3,500
345
$69.6K 0.01%
+2,025
346
$69.5K 0.01%
2,130
-5,095
347
$69.3K 0.01%
+3,200
348
$69.1K 0.01%
+2,009
349
$68.2K 0.01%
5,006
350
$65.7K 0.01%
900
12 13
14
15 16