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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$103K 0.01%
635
-179
377
$103K 0.01%
1,440
378
$101K 0.01%
1,264
379
$101K 0.01%
505
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380
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930
381
$97K 0.01%
3,351
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382
$95K 0.01%
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383
$95K 0.01%
1,025
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384
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385
$92K 0.01%
1,500
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386
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831
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387
$90K 0.01%
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388
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856
389
$84K 0.01%
940
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390
$82K 0.01%
690
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391
$81K 0.01%
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392
$80K 0.01%
2,300
393
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495
396
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403
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398
$70K ﹤0.01%
190
399
$70K ﹤0.01%
1,076
-138
400
$68K ﹤0.01%
778
+200
14 15
16
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