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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$17.9K ﹤0.01%
+500
452
$17.6K ﹤0.01%
150
453
$17.5K ﹤0.01%
281
+88
454
$17.1K ﹤0.01%
970
+470
455
$17K ﹤0.01%
312
+132
456
$17K ﹤0.01%
300
457
$16.8K ﹤0.01%
300
458
$16.6K ﹤0.01%
445
-394
459
$16.3K ﹤0.01%
+351
460
$16.3K ﹤0.01%
1,010
+501
461
$15.9K ﹤0.01%
307
+199
462
$15.8K ﹤0.01%
382
463
$15.8K ﹤0.01%
226
464
$15.8K ﹤0.01%
273
+165
465
$15.3K ﹤0.01%
420
-505
466
$15.1K ﹤0.01%
600
467
$15K ﹤0.01%
250
468
$14.7K ﹤0.01%
741
469
$14.5K ﹤0.01%
195
+45
470
$14.4K ﹤0.01%
+224
471
$14.4K ﹤0.01%
+1,760
472
$14.1K ﹤0.01%
965
-35
473
$14K ﹤0.01%
+419
474
$13.9K ﹤0.01%
300
-34
475
$13.9K ﹤0.01%
203
+105
17 18
19
20 21