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
26
$11.7M 0.81%
55,000
-5,547
27
$11.7M 0.81%
139,741
+6,020
28
$11.5M 0.79%
38,878
-833
29
$11M 0.76%
63,345
-1,202
30
$11M 0.76%
53,292
+80
31
$10.7M 0.74%
36,452
+85
32
$10.5M 0.73%
62,376
+1,113
33
$9.96M 0.69%
37,672
+1,126
34
$9.9M 0.68%
136,171
+3,385
35
$9.89M 0.68%
68,214
+2,275
36
$9.64M 0.67%
49,973
-401
37
$9.52M 0.66%
174,012
+85
38
$9.45M 0.65%
185,575
-771
39
$9.23M 0.64%
114,422
-1,896
40
$8.24M 0.57%
22,660
+1,971
41
$8.19M 0.57%
70,964
+3,390
42
$8.11M 0.56%
76,758
+1,928
43
$8.08M 0.56%
278,737
-5,419
44
$7.72M 0.53%
36,623
+810
45
$7.66M 0.53%
141,700
-3,960
46
$7.6M 0.53%
4,056
+943
47
$7.4M 0.51%
25,204
+4,297
48
$7.28M 0.5%
172,114
+591
49
$7.27M 0.5%
169,358
-4,381
50
$7.2M 0.5%
56,784
-754
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2
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