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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$68K ﹤0.01%
722
402
$67K ﹤0.01%
945
+200
403
$64K ﹤0.01%
550
-111
404
$64K ﹤0.01%
4,018
405
$63K ﹤0.01%
9,616
406
$63K ﹤0.01%
394
407
$60K ﹤0.01%
523
+440
408
$59K ﹤0.01%
220
409
$58K ﹤0.01%
715
-135
410
$58K ﹤0.01%
832
411
$57K ﹤0.01%
1,491
-547
412
$57K ﹤0.01%
1,193
-305
413
$57K ﹤0.01%
750
+200
414
$57K ﹤0.01%
570
415
$56K ﹤0.01%
655
416
$55K ﹤0.01%
410
417
$54K ﹤0.01%
1,700
418
$53K ﹤0.01%
432
+62
419
$52K ﹤0.01%
1,750
420
$48K ﹤0.01%
577
-202
421
$48K ﹤0.01%
850
-277
422
$47K ﹤0.01%
2,800
423
$47K ﹤0.01%
427
-150
424
$47K ﹤0.01%
1,800
425
$46K ﹤0.01%
2,800
-32
15 16
17
18 19