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
$2.98B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$13.7M
3
+$11.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$55.3M
2
+$10.6M
3
+$4.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.31M
5
VZ icon
Verizon
VZ
+$3.22M

Sector Composition

1 Technology 19.75%
2 Financials 9.59%
3 Consumer Discretionary 9.01%
4 Healthcare 8.15%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$199K 0.01%
3,599
+1,070
377
$197K 0.01%
2,564
-4,926
378
$197K 0.01%
936
-15
379
$197K 0.01%
3,409
+892
380
$195K 0.01%
4,167
-1,607
381
$186K 0.01%
2,340
+252
382
$181K 0.01%
1,228
+380
383
$178K 0.01%
3,299
+432
384
$177K 0.01%
4,077
-364
385
$171K 0.01%
3,433
-192
386
$169K 0.01%
2,009
+361
387
$168K 0.01%
2,251
+384
388
$167K 0.01%
574
-16
389
$167K 0.01%
1,600
390
$165K 0.01%
724
-31
391
$163K 0.01%
2,836
-314
392
$162K 0.01%
3,550
+300
393
$162K 0.01%
2,392
+619
394
$161K 0.01%
1,653
+239
395
$160K 0.01%
+1,525
396
$160K 0.01%
7,790
397
$159K 0.01%
688
+121
398
$159K 0.01%
4,568
-23
399
$156K 0.01%
2,794
400
$156K 0.01%
1,743
+320
14 15
16
17 18