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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$35K ﹤0.01%
+219
452
$35K ﹤0.01%
167
453
$33K ﹤0.01%
+684
454
$33K ﹤0.01%
+1,172
455
$33K ﹤0.01%
1,203
456
$32K ﹤0.01%
425
457
$32K ﹤0.01%
116
458
$31K ﹤0.01%
716
459
$31K ﹤0.01%
197
-200
460
$31K ﹤0.01%
550
461
$31K ﹤0.01%
+548
462
$31K ﹤0.01%
5,000
463
$30K ﹤0.01%
670
464
$30K ﹤0.01%
+1,006
465
$30K ﹤0.01%
218
+106
466
$29K ﹤0.01%
413
-9,518
467
$28K ﹤0.01%
136
-20
468
$28K ﹤0.01%
561
469
$28K ﹤0.01%
940
+260
470
$28K ﹤0.01%
255
471
$28K ﹤0.01%
1,258
472
$27K ﹤0.01%
1,271
-450
473
$27K ﹤0.01%
1,521
-999
474
$27K ﹤0.01%
350
475
$25K ﹤0.01%
103
-65
17 18
19
20 21