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
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.84M
3
+$3.09M
4
ROP icon
Roper Technologies
ROP
+$3.02M
5
AOS icon
A.O. Smith
AOS
+$2.78M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.02M
4
VLO icon
Valero Energy
VLO
+$2.87M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.56M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.85%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$182K 0.01%
5,465
-190
352
$177K 0.01%
1,358
-669
353
$176K 0.01%
7,777
-1,072
354
$175K 0.01%
3,861
355
$175K 0.01%
2,740
356
$167K 0.01%
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+654
357
$160K 0.01%
1,209
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358
$158K 0.01%
1,459
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359
$150K 0.01%
7,302
-295
360
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3,878
+3,393
361
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1,600
362
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534
363
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1,192
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364
$133K 0.01%
543
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365
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3,439
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366
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712
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370
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1,054
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372
$120K 0.01%
+7,288
373
$119K 0.01%
703
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374
$117K 0.01%
1,715
-12,678
375
$116K 0.01%
3,998
-999
13 14
15
16 17