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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$225K 0.02%
2,634
+408
327
$220K 0.02%
1,482
-873
328
$219K 0.02%
4,700
+225
329
$216K 0.01%
3,950
-351
330
$216K 0.01%
7,105
331
$215K 0.01%
3,900
-346
332
$211K 0.01%
2,903
+648
333
$210K 0.01%
6,649
-79
334
$207K 0.01%
1,800
335
$206K 0.01%
1,768
-203
336
$206K 0.01%
3,544
-35
337
$204K 0.01%
11,569
-307
338
$192K 0.01%
1,162
-93
339
$187K 0.01%
3,780
-190
340
$184K 0.01%
2,680
-268
341
$181K 0.01%
2,078
-1,702
342
$181K 0.01%
8,355
343
$175K 0.01%
+22,400
344
$173K 0.01%
1,730
345
$173K 0.01%
3,100
346
$172K 0.01%
4,475
+4,375
347
$170K 0.01%
847
-33
348
$170K 0.01%
6,075
-60
349
$169K 0.01%
1,959
+594
350
$168K 0.01%
1,681
-100
12 13
14
15 16