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
$253M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$3.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M

Top Sells

1
+$1.38M
2
+$1.16M
3
+$1.01M
4
LYB icon
LyondellBasell Industries
LYB
+$996K
5
KIM.PRI.CL
KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
+$929K

Sector Composition

1 Financials 11.12%
2 Industrials 7.33%
3 Healthcare 7.21%
4 Technology 7.14%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.91K ﹤0.01%
102
452
$3.87K ﹤0.01%
58
453
$3.87K ﹤0.01%
+110
454
$3.85K ﹤0.01%
53
455
$3.81K ﹤0.01%
50
456
$3.78K ﹤0.01%
411
457
$3.76K ﹤0.01%
51
458
$3.68K ﹤0.01%
22
459
$3.67K ﹤0.01%
35
460
$3.66K ﹤0.01%
184
461
$3.62K ﹤0.01%
+168
462
$3.56K ﹤0.01%
98
-170
463
$3.47K ﹤0.01%
94
464
$3.38K ﹤0.01%
752
465
$3.36K ﹤0.01%
43
466
$3.35K ﹤0.01%
94
467
$3.29K ﹤0.01%
13
468
$3.28K ﹤0.01%
125
469
$3.24K ﹤0.01%
44
470
$3.15K ﹤0.01%
66
471
$3.13K ﹤0.01%
26
472
$3.09K ﹤0.01%
46
473
$3.06K ﹤0.01%
24
474
$3.05K ﹤0.01%
24
475
$3.05K ﹤0.01%
28
17 18
19
20 21