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
$818M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$39.6M
3 +$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$36.2K ﹤0.01%
+712
377
$36.1K ﹤0.01%
+280
378
$35.5K ﹤0.01%
+924
379
$35.4K ﹤0.01%
+710
380
$35.1K ﹤0.01%
+800
381
$34.8K ﹤0.01%
+325
382
$34.5K ﹤0.01%
+2,285
383
$34.4K ﹤0.01%
+474
384
$33.2K ﹤0.01%
+647
385
$33.1K ﹤0.01%
+2,400
386
$32K ﹤0.01%
+701
387
$31.3K ﹤0.01%
+1,702
388
$31.2K ﹤0.01%
+1,860
389
$31.1K ﹤0.01%
+701
390
$30.4K ﹤0.01%
+3,177
391
$30.4K ﹤0.01%
+163
392
$30.2K ﹤0.01%
+375
393
$29.7K ﹤0.01%
+385
394
$29.7K ﹤0.01%
+661
395
$28.9K ﹤0.01%
+812
396
$27.7K ﹤0.01%
+550
397
$27.3K ﹤0.01%
+600
398
$27K ﹤0.01%
+561
399
$26.7K ﹤0.01%
+850
400
$26.5K ﹤0.01%
+300