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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$55.4K ﹤0.01%
711
-100
352
$54.6K ﹤0.01%
1,084
-231
353
$53.4K ﹤0.01%
+3,144
354
$52.8K ﹤0.01%
3,500
355
$52.2K ﹤0.01%
4,800
-1,200
356
$51.7K ﹤0.01%
1,329
357
$51.4K ﹤0.01%
2,400
358
$50.9K ﹤0.01%
5,000
359
$50.5K ﹤0.01%
428
-489
360
$50.2K ﹤0.01%
395
361
$49.9K ﹤0.01%
926
-555
362
$49.8K ﹤0.01%
605
-50
363
$49.8K ﹤0.01%
600
-100
364
$49K ﹤0.01%
522
365
$47.3K ﹤0.01%
+2,000
366
$46.8K ﹤0.01%
2,803
367
$45.3K ﹤0.01%
+905
368
$44.9K ﹤0.01%
2,594
+1,969
369
$44.6K ﹤0.01%
665
+18
370
$42.2K ﹤0.01%
390
+165
371
$41.8K ﹤0.01%
1,702
372
$40.9K ﹤0.01%
448
-112
373
$39.3K ﹤0.01%
+1,000
374
$39.2K ﹤0.01%
193
-7,764
375
$38.5K ﹤0.01%
+2,182
13 14
15
16 17