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
$253M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$3.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M

Top Sells

1
+$1.38M
2
+$1.16M
3
+$1.01M
4
LYB icon
LyondellBasell Industries
LYB
+$996K
5
KIM.PRI.CL
KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
+$929K

Sector Composition

1 Financials 11.12%
2 Industrials 7.33%
3 Healthcare 7.21%
4 Technology 7.14%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.04K ﹤0.01%
+200
377
$8.01K ﹤0.01%
75
-20
378
$7.95K ﹤0.01%
128
-122
379
$7.93K ﹤0.01%
297
380
$7.9K ﹤0.01%
+163
381
$7.87K ﹤0.01%
+500
382
$7.87K ﹤0.01%
509
-509
383
$7.83K ﹤0.01%
+435
384
$7.81K ﹤0.01%
+200
385
$7.72K ﹤0.01%
163
386
$7.65K ﹤0.01%
211
387
$7.6K ﹤0.01%
196
388
$7.59K ﹤0.01%
1,274
389
$7.54K ﹤0.01%
93
-29
390
$7.52K ﹤0.01%
107
-5
391
$7.47K ﹤0.01%
40
392
$7.33K ﹤0.01%
62
+27
393
$7.32K ﹤0.01%
+133
394
$7.17K ﹤0.01%
84
395
$7.17K ﹤0.01%
57
396
$7.1K ﹤0.01%
62
397
$7.03K ﹤0.01%
+215
398
$7.02K ﹤0.01%
+326
399
$6.84K ﹤0.01%
79
400
$6.78K ﹤0.01%
84
14 15
16
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