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
$818M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$39.6M
3 +$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$19.5K ﹤0.01%
+1,019
427
$19.3K ﹤0.01%
+1,000
428
$18.8K ﹤0.01%
+250
429
$18.6K ﹤0.01%
+225
430
$18.6K ﹤0.01%
+1,050
431
$18.1K ﹤0.01%
+277
432
$17.9K ﹤0.01%
+153
433
$17.5K ﹤0.01%
+298
434
$17.5K ﹤0.01%
+202
435
$17.4K ﹤0.01%
+480
436
$17.3K ﹤0.01%
+164
437
$17.1K ﹤0.01%
+138
438
$16.6K ﹤0.01%
+295
439
$16.3K ﹤0.01%
+73
440
$16.2K ﹤0.01%
+222
441
$16K ﹤0.01%
+400
442
$15.9K ﹤0.01%
+223
443
$15.8K ﹤0.01%
+101
444
$15.7K ﹤0.01%
+576
445
$15.7K ﹤0.01%
+2,848
446
$15.7K ﹤0.01%
+453
447
$15.1K ﹤0.01%
+289
448
$15K ﹤0.01%
+1,091
449
$14.2K ﹤0.01%
+349
450
$14.1K ﹤0.01%
+118