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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$24.2K 0.01%
205
-143
402
$24.1K 0.01%
20
-2,117
403
$23.7K 0.01%
+450
404
$23.1K 0.01%
300
+175
405
$22.3K 0.01%
139
406
$21.9K ﹤0.01%
+1,000
407
$21.7K ﹤0.01%
121
+14
408
$21.3K ﹤0.01%
+1,745
409
$21.1K ﹤0.01%
131
-7,820
410
$20.9K ﹤0.01%
+1,000
411
$20.8K ﹤0.01%
+300
412
$20.7K ﹤0.01%
1,042
413
$20.6K ﹤0.01%
225
-100
414
$20.5K ﹤0.01%
233
415
$20.5K ﹤0.01%
+800
416
$20.4K ﹤0.01%
242
+143
417
$20.3K ﹤0.01%
+2,060
418
$20.1K ﹤0.01%
+1,365
419
$19.8K ﹤0.01%
+437
420
$19.3K ﹤0.01%
+225
421
$19.2K ﹤0.01%
334
+220
422
$19.2K ﹤0.01%
970
+232
423
$18.9K ﹤0.01%
+210
424
$18.5K ﹤0.01%
1,000
425
$18.5K ﹤0.01%
+225
15 16
17
18 19