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
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.84M
3
+$3.09M
4
ROP icon
Roper Technologies
ROP
+$3.02M
5
AOS icon
A.O. Smith
AOS
+$2.78M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.02M
4
VLO icon
Valero Energy
VLO
+$2.87M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.56M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.85%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$85K ﹤0.01%
1,439
+818
402
$85K ﹤0.01%
750
-230
403
$83K ﹤0.01%
350
404
$83K ﹤0.01%
526
-149
405
$81K ﹤0.01%
894
-231
406
$81K ﹤0.01%
765
+465
407
$80K ﹤0.01%
1,606
-720
408
$79K ﹤0.01%
856
+56
409
$79K ﹤0.01%
1,219
410
$75K ﹤0.01%
1,075
+29
411
$74K ﹤0.01%
+1,014
412
$74K ﹤0.01%
2,727
+907
413
$73K ﹤0.01%
193
+12
414
$73K ﹤0.01%
2,021
-979
415
$71K ﹤0.01%
1,706
416
$71K ﹤0.01%
734
417
$70K ﹤0.01%
850
418
$70K ﹤0.01%
843
+327
419
$69K ﹤0.01%
1,599
+312
420
$69K ﹤0.01%
498
+122
421
$69K ﹤0.01%
267
+9
422
$69K ﹤0.01%
792
423
$66K ﹤0.01%
2,250
424
$66K ﹤0.01%
+1,335
425
$64K ﹤0.01%
419
+204
15 16
17
18 19