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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$3.1M
3 +$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1 +$26.5M
2 +$8.25M
3 +$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$18.3K ﹤0.01%
256
+234
427
$17.4K ﹤0.01%
150
428
$16.9K ﹤0.01%
180
+7
429
$16.9K ﹤0.01%
382
+125
430
$16.7K ﹤0.01%
+175
431
$16.6K ﹤0.01%
+100
432
$16.5K ﹤0.01%
+350
433
$16.5K ﹤0.01%
216
+128
434
$16.4K ﹤0.01%
114
+109
435
$16.3K ﹤0.01%
300
+175
436
$16.3K ﹤0.01%
+351
437
$16.1K ﹤0.01%
300
438
$16K ﹤0.01%
+1,000
439
$15.9K ﹤0.01%
250
-350
440
$15.6K ﹤0.01%
1,010
+254
441
$15.6K ﹤0.01%
+130
442
$15.4K ﹤0.01%
825
443
$14.9K ﹤0.01%
+200
444
$14.9K ﹤0.01%
400
445
$14.5K ﹤0.01%
600
446
$14.5K ﹤0.01%
+226
447
$14.2K ﹤0.01%
389
448
$14K ﹤0.01%
2,275
+1,193
449
$13.8K ﹤0.01%
+1,036
450
$13.7K ﹤0.01%
224
+105