MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.47M
3
+$2.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M
5
AOS icon
A.O. Smith
AOS
+$2.79M

Top Sells

1
+$3.89M
2
+$3.45M
3
+$3.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
VLO icon
Valero Energy
VLO
+$2.49M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.82%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$46K ﹤0.01%
1,800
452
$44K ﹤0.01%
629
+253
453
$44K ﹤0.01%
+550
454
$43K ﹤0.01%
1,228
+41
455
$42K ﹤0.01%
340
-171
456
$42K ﹤0.01%
208
457
$42K ﹤0.01%
909
+300
458
$42K ﹤0.01%
491
459
$41K ﹤0.01%
1,153
+1,067
460
$40K ﹤0.01%
461
-261
461
$39K ﹤0.01%
830
-340
462
$38K ﹤0.01%
1,000
463
$38K ﹤0.01%
429
+59
464
$37K ﹤0.01%
454
465
$37K ﹤0.01%
643
466
$37K ﹤0.01%
2,666
467
$36K ﹤0.01%
643
-2,030
468
$36K ﹤0.01%
491
+241
469
$35K ﹤0.01%
2,195
+167
470
$34K ﹤0.01%
430
471
$34K ﹤0.01%
133
-92
472
$34K ﹤0.01%
225
-100
473
$34K ﹤0.01%
+811
474
$33K ﹤0.01%
92
-47
475
$33K ﹤0.01%
+604
17 18
19
20 21