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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38.4K ﹤0.01%
2,666
-1,500
377
$37.7K ﹤0.01%
845
-335
378
$36.4K ﹤0.01%
601
379
$36.2K ﹤0.01%
1,500
380
$36.1K ﹤0.01%
271
-64
381
$35.9K ﹤0.01%
710
382
$35.9K ﹤0.01%
2,285
-500
383
$35.4K ﹤0.01%
163
384
$35.2K ﹤0.01%
474
385
$34.6K ﹤0.01%
850
-40
386
$34.2K ﹤0.01%
2,000
-500
387
$34.1K ﹤0.01%
204
+75
388
$34.1K ﹤0.01%
317
-341
389
$34K ﹤0.01%
280
390
$33.7K ﹤0.01%
+1,178
391
$33.3K ﹤0.01%
450
-50
392
$33K ﹤0.01%
924
393
$32.7K ﹤0.01%
+1,800
394
$31.5K ﹤0.01%
375
395
$31.4K ﹤0.01%
1,415
396
$31K ﹤0.01%
367
-496
397
$30.3K ﹤0.01%
375
-354
398
$30.3K ﹤0.01%
1,300
-120
399
$30.1K ﹤0.01%
198
-32
400
$29.8K ﹤0.01%
563
-26
14 15
16
17 18