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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$15.9K ﹤0.01%
159
-66
452
$15.9K ﹤0.01%
356
453
$15.8K ﹤0.01%
128
-45
454
$15.6K ﹤0.01%
221
455
$15.5K ﹤0.01%
124
+6
456
$15.5K ﹤0.01%
+542
457
$15.5K ﹤0.01%
+346
458
$15.1K ﹤0.01%
+346
459
$15K ﹤0.01%
125
460
$14.9K ﹤0.01%
289
461
$14.4K ﹤0.01%
264
+72
462
$14.3K ﹤0.01%
113
+31
463
$14.3K ﹤0.01%
+218
464
$13.9K ﹤0.01%
1,236
465
$13.8K ﹤0.01%
675
466
$13.8K ﹤0.01%
250
467
$13.6K ﹤0.01%
400
468
$13.6K ﹤0.01%
+250
469
$13.5K ﹤0.01%
100
470
$13.1K ﹤0.01%
661
471
$13.1K ﹤0.01%
300
472
$13K ﹤0.01%
+231
473
$12.9K ﹤0.01%
247
-420
474
$12.9K ﹤0.01%
100
475
$12.9K ﹤0.01%
100
17 18
19
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