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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$65.5K 0.01%
1,000
-800
352
$65.4K 0.01%
336
+329
353
$65.3K 0.01%
833
+58
354
$62.4K 0.01%
891
+742
355
$60.1K 0.01%
+2,814
356
$58.8K 0.01%
5,660
+3,185
357
$58.4K 0.01%
+507
358
$57.9K 0.01%
732
-593
359
$57.9K 0.01%
894
+430
360
$57.2K 0.01%
1,289
+80
361
$56.4K 0.01%
870
+345
362
$56.3K 0.01%
+2,127
363
$56.1K 0.01%
+1,758
364
$53.7K 0.01%
3,500
365
$53.3K 0.01%
474
+112
366
$53.3K 0.01%
+447
367
$53.2K 0.01%
475
368
$52K 0.01%
1,346
369
$47.9K 0.01%
+1,342
370
$46.9K 0.01%
669
+443
371
$45K 0.01%
697
+97
372
$44.9K 0.01%
+2,000
373
$43.5K 0.01%
+286
374
$43.1K 0.01%
+2,000
375
$42.9K 0.01%
+687
13 14
15
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