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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$53.7K 0.01%
+729
352
$52.4K 0.01%
+314
353
$50.9K 0.01%
+2,803
354
$50.4K 0.01%
+900
355
$50.2K 0.01%
+465
356
$50.1K 0.01%
+355
357
$49.9K 0.01%
+1,180
358
$48.9K 0.01%
+1,235
359
$48.7K 0.01%
+1,332
360
$47.2K 0.01%
+164
361
$46.4K 0.01%
+492
362
$46.1K 0.01%
+522
363
$45.1K 0.01%
+815
364
$43.7K 0.01%
+2,000
365
$42.8K 0.01%
+905
366
$42.5K 0.01%
+458
367
$40.7K 0.01%
+1,200
368
$39.6K ﹤0.01%
+6,500
369
$39.4K ﹤0.01%
+2,500
370
$38.8K ﹤0.01%
+718
371
$38.7K ﹤0.01%
+694
372
$37.5K ﹤0.01%
+589
373
$37.4K ﹤0.01%
+600
374
$37.2K ﹤0.01%
+220
375
$36.4K ﹤0.01%
+650
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