MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.47M
3
+$2.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M
5
AOS icon
A.O. Smith
AOS
+$2.79M

Top Sells

1
+$3.89M
2
+$3.45M
3
+$3.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
VLO icon
Valero Energy
VLO
+$2.49M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.82%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$177K 0.01%
1,358
-669
352
$176K 0.01%
7,777
-1,072
353
$175K 0.01%
3,861
354
$175K 0.01%
2,740
355
$167K 0.01%
1,180
+654
356
$160K 0.01%
1,209
-429
357
$158K 0.01%
1,459
+235
358
$150K 0.01%
7,302
-295
359
$147K 0.01%
7,756
+6,786
360
$142K 0.01%
1,600
361
$141K 0.01%
534
362
$139K 0.01%
1,192
-101
363
$133K 0.01%
543
-15
364
$130K 0.01%
3,439
-905
365
$129K 0.01%
2,580
+2,130
366
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1,628
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$127K 0.01%
712
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728
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369
$124K 0.01%
1,720
370
$122K 0.01%
1,054
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371
$120K 0.01%
+7,288
372
$119K 0.01%
703
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373
$117K 0.01%
1,715
-12,678
374
$116K 0.01%
3,998
-999
375
$116K 0.01%
532
+95
13 14
15
16 17