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
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2M
3
+$1.71M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.48M
5
ROP icon
Roper Technologies
ROP
+$1.02M

Top Sells

1
+$2.39M
2
+$1.71M
3
+$854K
4
AIG icon
American International
AIG
+$780K
5
CSCO icon
Cisco
CSCO
+$626K

Sector Composition

1 Financials 12.44%
2 Industrials 11.03%
3 Healthcare 10.03%
4 Technology 9.79%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24.8K 0.01%
550
+300
427
$24.4K 0.01%
285
+219
428
$24.1K 0.01%
+1,000
429
$23.9K 0.01%
787
-3,292
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
$22.5K ﹤0.01%
139
435
$22.1K ﹤0.01%
587
+358
436
$21.9K ﹤0.01%
43
+25
437
$21.9K ﹤0.01%
+437
438
$21.9K ﹤0.01%
+1,000
439
$21.7K ﹤0.01%
+1,627
440
$21.4K ﹤0.01%
+248
441
$21.3K ﹤0.01%
1,000
442
$20.6K ﹤0.01%
1,000
443
$20.4K ﹤0.01%
233
444
$20.1K ﹤0.01%
+800
445
$20.1K ﹤0.01%
1,042
446
$20.1K ﹤0.01%
325
-975
447
$20K ﹤0.01%
300
448
$20K ﹤0.01%
2,060
449
$19.3K ﹤0.01%
+173
450
$18.9K ﹤0.01%
+106
16 17
18
19 20