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
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2M
3
+$1.71M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.48M
5
ROP icon
Roper Technologies
ROP
+$1.02M

Top Sells

1
+$2.39M
2
+$1.71M
3
+$854K
4
AIG icon
American International
AIG
+$780K
5
CSCO icon
Cisco
CSCO
+$626K

Sector Composition

1 Financials 12.44%
2 Industrials 11.03%
3 Healthcare 10.03%
4 Technology 9.79%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$34K 0.01%
371
+295
402
$33.9K 0.01%
361
+11
403
$32.8K 0.01%
260
-175
404
$32.4K 0.01%
340
-300
405
$32.3K 0.01%
730
406
$32.3K 0.01%
+1,400
407
$30.9K 0.01%
1,250
408
$30.5K 0.01%
594
+396
409
$29.9K 0.01%
529
-349
410
$29.8K 0.01%
437
-105
411
$29.3K 0.01%
272
+200
412
$29.2K 0.01%
1,812
-187
413
$28.9K 0.01%
+2,312
414
$28.8K 0.01%
1,250
415
$28.7K 0.01%
1,250
416
$27.5K 0.01%
1,150
-800
417
$27.4K 0.01%
285
+60
418
$26.9K 0.01%
2,400
419
$26.1K 0.01%
483
-14,432
420
$26K 0.01%
261
+3
421
$25.9K 0.01%
400
422
$25.7K 0.01%
563
+400
423
$25.3K 0.01%
913
424
$25.1K 0.01%
559
+350
425
$25K 0.01%
+1,000
15 16
17
18 19