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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$42.9K 0.01%
1,101
+180
377
$42.9K 0.01%
+819
378
$42.4K 0.01%
348
+143
379
$42.2K 0.01%
551
380
$40.1K 0.01%
589
381
$39.7K 0.01%
738
+108
382
$39.4K 0.01%
+800
383
$39.2K 0.01%
1,200
-98
384
$38.9K 0.01%
2,202
+2
385
$38.2K 0.01%
388
386
$37.8K 0.01%
1,030
+800
387
$37.6K 0.01%
746
+12
388
$37.6K 0.01%
+787
389
$37.1K 0.01%
32
+12
390
$37K 0.01%
2,836
391
$35.6K 0.01%
2,803
392
$35.5K 0.01%
220
+190
393
$35.4K 0.01%
+515
394
$34.6K 0.01%
+1,600
395
$34.6K 0.01%
695
+458
396
$34K 0.01%
371
+295
397
$33.9K 0.01%
361
+11
398
$32.8K 0.01%
260
-175
399
$32.4K 0.01%
340
+89
400
$32.3K 0.01%
+730
14 15
16
17 18