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
326
$88K 0.02%
3,200
-10,600
327
$87.5K 0.02%
+2,526
328
$87K 0.02%
1,082
-657
329
$86.8K 0.02%
+700
330
$86.8K 0.02%
2,136
-1,252
331
$86.6K 0.02%
+2,637
332
$85.4K 0.02%
4,264
-953
333
$83.6K 0.02%
4,186
+2,306
334
$80.8K 0.02%
+11,461
335
$78.4K 0.02%
+3,193
336
$78.1K 0.02%
+1,237
337
$77.3K 0.02%
1,999
-4,545
338
$74.3K 0.02%
965
+200
339
$71.4K 0.02%
+3,500
340
$70K 0.02%
1,357
-246
341
$69.6K 0.02%
825
+275
342
$66.4K 0.01%
315
-3,225
343
$65.2K 0.01%
1,048
+283
344
$64K 0.01%
1,339
+462
345
$63.9K 0.01%
343
+30
346
$62.3K 0.01%
640
-13,275
347
$62.1K 0.01%
900
348
$60K 0.01%
592
-1,797
349
$59.5K 0.01%
1,779
+66
350
$59.3K 0.01%
894
12 13
14
15 16