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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$28.6K ﹤0.01%
466
+15
402
$27.9K ﹤0.01%
400
-100
403
$27.4K ﹤0.01%
1,000
404
$26.7K ﹤0.01%
140
405
$26.3K ﹤0.01%
355
406
$25.9K ﹤0.01%
812
407
$25.7K ﹤0.01%
225
-100
408
$25.6K ﹤0.01%
166
409
$25.5K ﹤0.01%
555
410
$25.4K ﹤0.01%
796
+30
411
$24.9K ﹤0.01%
480
412
$24.7K ﹤0.01%
200
413
$24.6K ﹤0.01%
208
414
$24.5K ﹤0.01%
330
+180
415
$24.3K ﹤0.01%
568
+368
416
$23.6K ﹤0.01%
+888
417
$23.3K ﹤0.01%
300
418
$23.2K ﹤0.01%
388
419
$23K ﹤0.01%
600
420
$22.7K ﹤0.01%
402
-98
421
$22.5K ﹤0.01%
511
-4,421
422
$22.2K ﹤0.01%
400
-318
423
$22.1K ﹤0.01%
1,286
-47
424
$21.9K ﹤0.01%
184
425
$21.9K ﹤0.01%
681
+557
15 16
17
18 19