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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$165K 0.01%
3,796
352
$161K 0.01%
3,921
-396
353
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1,410
-51
354
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3,464
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355
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5,489
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356
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5,743
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357
$138K 0.01%
1,765
358
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3,020
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359
$136K 0.01%
12,000
360
$135K 0.01%
419
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361
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2,605
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362
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363
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364
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12,342
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365
$126K 0.01%
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-126
366
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367
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368
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369
$117K 0.01%
6,580
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370
$114K 0.01%
1,592
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371
$111K 0.01%
1,740
-463
372
$109K 0.01%
545
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373
$108K 0.01%
1,432
-43,373
374
$107K 0.01%
+2,000
375
$104K 0.01%
2,575
13 14
15
16 17