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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24.4K ﹤0.01%
285
+219
427
$24.1K ﹤0.01%
+1,000
428
$23.9K ﹤0.01%
787
-3,255
429
$23.5K ﹤0.01%
2,000
430
$22.8K ﹤0.01%
400
-400
431
$22.7K ﹤0.01%
230
+50
432
$22.6K ﹤0.01%
+297
433
$22.5K ﹤0.01%
275
+175
434
$22.1K ﹤0.01%
587
+358
435
$21.9K ﹤0.01%
43
+25
436
$21.9K ﹤0.01%
+437
437
$21.7K ﹤0.01%
+1,627
438
$21.4K ﹤0.01%
+248
439
$21.3K ﹤0.01%
1,000
440
$20.6K ﹤0.01%
1,000
441
$20.4K ﹤0.01%
233
442
$20.1K ﹤0.01%
+800
443
$20.1K ﹤0.01%
1,042
444
$20K ﹤0.01%
650
-650
445
$20K ﹤0.01%
300
446
$20K ﹤0.01%
2,060
447
$19.3K ﹤0.01%
+173
448
$18.9K ﹤0.01%
+106
449
$18.6K ﹤0.01%
103
-18
450
$18.5K ﹤0.01%
242
16 17
18
19 20