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
$253M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$3.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M

Top Sells

1
+$1.38M
2
+$1.16M
3
+$1.01M
4
LYB icon
LyondellBasell Industries
LYB
+$996K
5
KIM.PRI.CL
KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
+$929K

Sector Composition

1 Financials 11.12%
2 Industrials 7.33%
3 Healthcare 7.21%
4 Technology 7.14%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6.7K ﹤0.01%
105
402
$6.66K ﹤0.01%
98
403
$6.64K ﹤0.01%
108
404
$6.46K ﹤0.01%
89
405
$6.33K ﹤0.01%
108
406
$6.27K ﹤0.01%
169
-39
407
$6.25K ﹤0.01%
98
-7
408
$6.24K ﹤0.01%
94
409
$6.09K ﹤0.01%
120
410
$6.08K ﹤0.01%
+400
411
$6.08K ﹤0.01%
100
412
$6.08K ﹤0.01%
5
413
$6.08K ﹤0.01%
175
414
$6.03K ﹤0.01%
+83
415
$5.99K ﹤0.01%
410
416
$5.89K ﹤0.01%
85
+25
417
$5.88K ﹤0.01%
66
418
$5.86K ﹤0.01%
128
419
$5.81K ﹤0.01%
100
420
$5.8K ﹤0.01%
225
421
$5.79K ﹤0.01%
52
422
$5.69K ﹤0.01%
227
423
$5.61K ﹤0.01%
113
-40
424
$5.61K ﹤0.01%
90
425
$5.54K ﹤0.01%
153
15 16
17
18 19