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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$86K 0.01%
1,458
+811
327
$83.8K 0.01%
+393
328
$83.5K 0.01%
1,600
-200
329
$81.9K 0.01%
1,179
330
$78.3K 0.01%
1,301
-2,053
331
$76.4K 0.01%
1,172
-85
332
$75.3K 0.01%
1,532
333
$71.5K 0.01%
860
334
$71K 0.01%
3,065
-75
335
$70.5K 0.01%
500
336
$70.2K 0.01%
1,300
337
$68.6K 0.01%
710
-75
338
$68.2K 0.01%
1,773
339
$66.5K 0.01%
1,549
+189
340
$65.8K 0.01%
+1,194
341
$64K 0.01%
1,095
342
$61.9K 0.01%
+3,925
343
$61.4K 0.01%
2,388
344
$60.8K 0.01%
1,978
-286
345
$60.5K 0.01%
1,676
-16
346
$60.1K 0.01%
1,100
347
$59.9K 0.01%
1,224
+326
348
$58.7K 0.01%
792
-50
349
$57K 0.01%
850
-857
350
$56.6K 0.01%
168
-5
12 13
14
15 16