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
$253M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$3.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M

Top Sells

1
+$1.38M
2
+$1.16M
3
+$1.01M
4
LYB icon
LyondellBasell Industries
LYB
+$996K
5
KIM.PRI.CL
KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
+$929K

Sector Composition

1 Financials 11.12%
2 Industrials 7.33%
3 Healthcare 7.21%
4 Technology 7.14%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.99K ﹤0.01%
85
477
$2.85K ﹤0.01%
65
478
$2.84K ﹤0.01%
26
479
$2.83K ﹤0.01%
+70
480
$2.69K ﹤0.01%
77
481
$2.68K ﹤0.01%
50
482
$2.66K ﹤0.01%
100
483
$2.65K ﹤0.01%
56
-168
484
$2.54K ﹤0.01%
58
485
$2.47K ﹤0.01%
+500
486
$2.46K ﹤0.01%
+60
487
$2.44K ﹤0.01%
29
488
$2.31K ﹤0.01%
56
489
$2.13K ﹤0.01%
40
490
$2.08K ﹤0.01%
+78
491
$2.08K ﹤0.01%
10
492
$2.06K ﹤0.01%
20
493
$1.97K ﹤0.01%
120
494
$1.95K ﹤0.01%
35
495
$1.94K ﹤0.01%
157
496
$1.88K ﹤0.01%
151
497
$1.85K ﹤0.01%
500
498
$1.77K ﹤0.01%
40
499
$1.58K ﹤0.01%
+47
500
$1.46K ﹤0.01%
+50
18 19
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