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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13.5K ﹤0.01%
+226
452
$13.5K ﹤0.01%
2,830
453
$13.5K ﹤0.01%
1,300
-9,795
454
$13.4K ﹤0.01%
105
-55
455
$13.2K ﹤0.01%
+350
456
$12.8K ﹤0.01%
+200
457
$12.7K ﹤0.01%
500
458
$12.5K ﹤0.01%
100
459
$12.4K ﹤0.01%
375
460
$12K ﹤0.01%
250
-50
461
$12K ﹤0.01%
404
462
$11.9K ﹤0.01%
1,236
463
$11.6K ﹤0.01%
120
464
$11.6K ﹤0.01%
+200
465
$11.5K ﹤0.01%
200
+100
466
$11.5K ﹤0.01%
200
467
$11.3K ﹤0.01%
+672
468
$11.1K ﹤0.01%
150
+30
469
$11K ﹤0.01%
190
-47
470
$11K ﹤0.01%
95
-208
471
$10.9K ﹤0.01%
149
472
$10.9K ﹤0.01%
156
473
$10.8K ﹤0.01%
122
+22
474
$10.8K ﹤0.01%
149
-1,242
475
$10.7K ﹤0.01%
+180
17 18
19
20 21