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
326
$78.6K 0.01%
+685
327
$78.4K 0.01%
+725
328
$77.6K 0.01%
+1,000
329
$76.9K 0.01%
+39,650
330
$73.4K 0.01%
+1,400
331
$73.2K 0.01%
+787
332
$70.7K 0.01%
+860
333
$67.5K 0.01%
+997
334
$67.2K 0.01%
+3,750
335
$61.1K 0.01%
+4,092
336
$60.4K 0.01%
+2,388
337
$60K 0.01%
+500
338
$60K 0.01%
+1,872
339
$58K 0.01%
+1,470
340
$57.4K 0.01%
+515
341
$57.1K 0.01%
+1,095
342
$57K 0.01%
+1,190
343
$57K 0.01%
+4,166
344
$56.5K 0.01%
+425
345
$55.7K 0.01%
+5,000
346
$55.1K 0.01%
+842
347
$54.4K 0.01%
+2,341
348
$54.2K 0.01%
+3,500
349
$54.2K 0.01%
+1,442
350
$53.8K 0.01%
+1,250
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