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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38.8K 0.01%
+2,575
377
$38.6K 0.01%
734
+310
378
$38.3K 0.01%
1,300
+450
379
$38K 0.01%
2,803
380
$36.8K 0.01%
+278
381
$36.1K 0.01%
921
-312
382
$34.2K 0.01%
839
+394
383
$34K 0.01%
+565
384
$33.3K 0.01%
220
-50
385
$32.9K 0.01%
350
-222
386
$31.6K 0.01%
+629
387
$31.3K 0.01%
406
+306
388
$31.3K 0.01%
730
389
$30.6K 0.01%
1,999
+1,365
390
$30.5K 0.01%
1,250
391
$30.1K 0.01%
335
+120
392
$29.9K 0.01%
537
-843
393
$29.3K 0.01%
1,250
394
$29.1K 0.01%
2,400
395
$28.9K 0.01%
1,250
396
$28.5K 0.01%
400
397
$26.9K 0.01%
600
-1,206
398
$25.6K 0.01%
+913
399
$25.5K 0.01%
258
-10
400
$24.8K 0.01%
+225
14 15
16
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