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
$253M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$3.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M

Top Sells

1
+$1.38M
2
+$1.16M
3
+$1.01M
4
LYB icon
LyondellBasell Industries
LYB
+$996K
5
KIM.PRI.CL
KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
+$929K

Sector Composition

1 Financials 11.12%
2 Industrials 7.33%
3 Healthcare 7.21%
4 Technology 7.14%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.46K ﹤0.01%
170
427
$5.3K ﹤0.01%
70
428
$5.29K ﹤0.01%
+125
429
$5.29K ﹤0.01%
364
430
$5.29K ﹤0.01%
46
431
$5.2K ﹤0.01%
300
-281
432
$5.09K ﹤0.01%
+200
433
$5.03K ﹤0.01%
42
434
$4.95K ﹤0.01%
198
+108
435
$4.85K ﹤0.01%
64
436
$4.85K ﹤0.01%
148
437
$4.72K ﹤0.01%
132
438
$4.69K ﹤0.01%
70
439
$4.61K ﹤0.01%
177
440
$4.58K ﹤0.01%
112
441
$4.58K ﹤0.01%
74
442
$4.58K ﹤0.01%
77
443
$4.54K ﹤0.01%
30
444
$4.43K ﹤0.01%
247
445
$4.41K ﹤0.01%
9,520
-9,520
446
$4.26K ﹤0.01%
187
447
$4.16K ﹤0.01%
123
448
$4.05K ﹤0.01%
+150
449
$3.92K ﹤0.01%
113
450
$3.92K ﹤0.01%
580
16 17
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