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
$818M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$39.6M
3 +$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$26.5K ﹤0.01%
+451
402
$26.1K ﹤0.01%
+355
403
$26K ﹤0.01%
+161
404
$25.2K ﹤0.01%
+500
405
$24.9K ﹤0.01%
+403
406
$24.8K ﹤0.01%
+217
407
$24.7K ﹤0.01%
+355
408
$24.6K ﹤0.01%
+166
409
$24.5K ﹤0.01%
+388
410
$24K ﹤0.01%
+500
411
$23.7K ﹤0.01%
+1,863
412
$23.7K ﹤0.01%
+500
413
$23.5K ﹤0.01%
+2,000
414
$23.1K ﹤0.01%
+400
415
$23K ﹤0.01%
+184
416
$22.6K ﹤0.01%
+302
417
$22.6K ﹤0.01%
+555
418
$22.5K ﹤0.01%
+580
419
$22K ﹤0.01%
+600
420
$21.4K ﹤0.01%
+1,500
421
$20.9K ﹤0.01%
+1,358
422
$20.8K ﹤0.01%
+200
423
$20.6K ﹤0.01%
+113
424
$20.1K ﹤0.01%
+150
425
$19.6K ﹤0.01%
+420