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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$32.3K 0.01%
+1,400
402
$32.2K 0.01%
350
403
$30.9K 0.01%
1,250
404
$30.5K 0.01%
594
+396
405
$30.2K 0.01%
2,076
406
$29.9K 0.01%
529
-149
407
$29.8K 0.01%
437
+137
408
$29.3K 0.01%
284
+209
409
$29.2K 0.01%
1,812
-187
410
$28.9K 0.01%
+2,312
411
$28.8K 0.01%
1,250
412
$28.7K 0.01%
1,250
413
$28.2K 0.01%
2,500
414
$27.5K 0.01%
1,150
-800
415
$27.4K 0.01%
285
+60
416
$26.9K 0.01%
2,400
417
$26.4K 0.01%
920
-130
418
$26.1K 0.01%
483
-14,432
419
$26K 0.01%
+261
420
$25.9K 0.01%
400
421
$25.7K 0.01%
563
+400
422
$25.3K 0.01%
+913
423
$25.1K 0.01%
+559
424
$25K 0.01%
+1,000
425
$24.8K ﹤0.01%
550
+300
15 16
17
18 19