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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21.7K ﹤0.01%
1,185
-7,055
427
$21.7K ﹤0.01%
+5,600
428
$21.6K ﹤0.01%
363
-300
429
$21.5K ﹤0.01%
207
+72
430
$21.2K ﹤0.01%
150
431
$21.1K ﹤0.01%
202
432
$21.1K ﹤0.01%
+321
433
$20.5K ﹤0.01%
198
+75
434
$19.5K ﹤0.01%
222
435
$19.4K ﹤0.01%
295
436
$19.3K ﹤0.01%
360
437
$18.9K ﹤0.01%
349
438
$18.9K ﹤0.01%
6,500
439
$18.9K ﹤0.01%
1,000
440
$18.6K ﹤0.01%
249
441
$18.4K ﹤0.01%
151
-10,524
442
$18.3K ﹤0.01%
105
+35
443
$18.1K ﹤0.01%
350
-350
444
$18K ﹤0.01%
+162
445
$17.9K ﹤0.01%
2,848
446
$17.8K ﹤0.01%
273
-25
447
$17.7K ﹤0.01%
942
448
$17K ﹤0.01%
400
449
$16.5K ﹤0.01%
453
450
$16.3K ﹤0.01%
250
-250
16 17
18
19 20