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
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2M
3
+$1.71M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.48M
5
ROP icon
Roper Technologies
ROP
+$1.02M

Top Sells

1
+$2.39M
2
+$1.71M
3
+$854K
4
AIG icon
American International
AIG
+$780K
5
CSCO icon
Cisco
CSCO
+$626K

Sector Composition

1 Financials 12.44%
2 Industrials 11.03%
3 Healthcare 10.03%
4 Technology 9.79%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$46.9K 0.01%
669
+443
377
$46.3K 0.01%
494
+159
378
$45K 0.01%
697
-103
379
$43.9K 0.01%
3,004
380
$43.5K 0.01%
+286
381
$43.1K 0.01%
+2,000
382
$42.9K 0.01%
+687
383
$42.9K 0.01%
598
-323
384
$42.9K 0.01%
+819
385
$42.4K 0.01%
348
+143
386
$42.2K 0.01%
551
387
$40.1K 0.01%
589
388
$39.7K 0.01%
738
-292
389
$39.4K 0.01%
+800
390
$39.2K 0.01%
1,200
391
$38.9K 0.01%
2,202
392
$38.2K 0.01%
194
393
$37.8K 0.01%
1,030
+800
394
$37.6K 0.01%
746
+12
395
$37.6K 0.01%
787
+758
396
$37.1K 0.01%
32
+12
397
$35.6K 0.01%
2,803
398
$35.5K 0.01%
220
399
$35.4K 0.01%
+2,060
400
$34.6K 0.01%
659
+435
14 15
16
17 18