MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
26
$6.6M 0.81%
+182,079
27
$6.49M 0.79%
+61,424
28
$6.42M 0.78%
+124,891
29
$6.27M 0.77%
+195,418
30
$6.1M 0.75%
+69,819
31
$6.06M 0.74%
+175,115
32
$6.06M 0.74%
+67,114
33
$5.86M 0.72%
+56,565
34
$5.7M 0.7%
+49,394
35
$5.7M 0.7%
+3,885
36
$5.35M 0.65%
+139,129
37
$5.29M 0.65%
+84,510
38
$5.29M 0.65%
+47,604
39
$5.26M 0.64%
+1,972,920
40
$5.26M 0.64%
+237,979
41
$5.26M 0.64%
+73,940
42
$5.2M 0.64%
+59,623
43
$5.19M 0.63%
+53,404
44
$5.18M 0.63%
+171,353
45
$5.08M 0.62%
+41,763
46
$5.03M 0.62%
+130,380
47
$4.98M 0.61%
+197,250
48
$4.94M 0.6%
+42,925
49
$4.83M 0.59%
+36,309
50
$4.8M 0.59%
+40,317
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