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
$253M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$3.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M

Top Sells

1
+$1.38M
2
+$1.16M
3
+$1.01M
4
LYB icon
LyondellBasell Industries
LYB
+$996K
5
KIM.PRI.CL
KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
+$929K

Sector Composition

1 Financials 11.12%
2 Industrials 7.33%
3 Healthcare 7.21%
4 Technology 7.14%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10.4K ﹤0.01%
180
352
$10.3K ﹤0.01%
119
-20
353
$10.3K ﹤0.01%
340
354
$10.2K ﹤0.01%
+100
355
$10.1K ﹤0.01%
205
-98
356
$9.92K ﹤0.01%
+180
357
$9.88K ﹤0.01%
500
358
$9.65K ﹤0.01%
18
359
$9.63K ﹤0.01%
+101
360
$9.24K ﹤0.01%
45
361
$9.16K ﹤0.01%
+555
362
$9.14K ﹤0.01%
229
+200
363
$9.06K ﹤0.01%
198
-594
364
$9.05K ﹤0.01%
+100
365
$9.02K ﹤0.01%
77
366
$8.85K ﹤0.01%
76
367
$8.78K ﹤0.01%
174
368
$8.7K ﹤0.01%
352
369
$8.58K ﹤0.01%
+400
370
$8.42K ﹤0.01%
172
371
$8.41K ﹤0.01%
+230
372
$8.33K ﹤0.01%
116
373
$8.29K ﹤0.01%
60
374
$8.27K ﹤0.01%
250
375
$8.06K ﹤0.01%
1,000
13 14
15
16 17