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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$58.9K 0.01%
648
-15,268
352
$56.8K 0.01%
800
+600
353
$55.2K 0.01%
1,346
-600
354
$55K 0.01%
435
+175
355
$54K 0.01%
1,030
+767
356
$53.2K 0.01%
+800
357
$48.1K 0.01%
+366
358
$47.4K 0.01%
1,222
-1,584
359
$46.7K 0.01%
878
+782
360
$46.5K 0.01%
+1,950
361
$46.2K 0.01%
3,004
+1,804
362
$45.2K 0.01%
362
+113
363
$44.4K 0.01%
2,202
364
$43.9K 0.01%
657
+499
365
$43.8K 0.01%
551
366
$43K 0.01%
542
-125
367
$42.7K 0.01%
589
368
$42.5K 0.01%
1,200
-86
369
$42.3K 0.01%
2,300
+1,800
370
$42.2K 0.01%
+2,290
371
$41.9K 0.01%
+493
372
$40.8K 0.01%
194
-194
373
$40K 0.01%
+925
374
$39.7K 0.01%
+381
375
$39.3K 0.01%
+2,000
13 14
15
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