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
$818M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$39.6M
3 +$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$13.4K ﹤0.01%
+3,022
452
$13.4K ﹤0.01%
+1,236
453
$13.4K ﹤0.01%
+356
454
$13.3K ﹤0.01%
+675
455
$13.1K ﹤0.01%
+250
456
$13.1K ﹤0.01%
+900
457
$13K ﹤0.01%
+127
458
$13K ﹤0.01%
+125
459
$12.9K ﹤0.01%
+1,333
460
$12.8K ﹤0.01%
+661
461
$12.7K ﹤0.01%
+314
462
$12.7K ﹤0.01%
+300
463
$12.5K ﹤0.01%
+138
464
$11.9K ﹤0.01%
+218
465
$11.6K ﹤0.01%
+415
466
$11.5K ﹤0.01%
+344
467
$11.4K ﹤0.01%
+517
468
$11.4K ﹤0.01%
+105
469
$10.6K ﹤0.01%
+168
470
$10.4K ﹤0.01%
+350
471
$10.3K ﹤0.01%
+100
472
$10.1K ﹤0.01%
+404
473
$10K ﹤0.01%
+82
474
$9.9K ﹤0.01%
+447
475
$9.75K ﹤0.01%
+125