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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$46K ﹤0.01%
303
-50
427
$45K ﹤0.01%
583
428
$45K ﹤0.01%
400
429
$44K ﹤0.01%
1,322
-16,356
430
$44K ﹤0.01%
500
431
$43K ﹤0.01%
1,041
432
$43K ﹤0.01%
1,260
-20,306
433
$43K ﹤0.01%
250
+163
434
$42K ﹤0.01%
900
-300
435
$42K ﹤0.01%
1,200
436
$42K ﹤0.01%
1,545
-2,180
437
$42K ﹤0.01%
1,000
438
$41K ﹤0.01%
935
439
$41K ﹤0.01%
150
440
$40K ﹤0.01%
150
441
$40K ﹤0.01%
2,666
442
$40K ﹤0.01%
2,803
443
$39K ﹤0.01%
209
-40
444
$39K ﹤0.01%
955
-278
445
$39K ﹤0.01%
262
446
$38K ﹤0.01%
+610
447
$38K ﹤0.01%
1,043
448
$36K ﹤0.01%
305
+201
449
$36K ﹤0.01%
400
450
$35K ﹤0.01%
1,228
16 17
18
19 20