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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13.9K ﹤0.01%
389
477
$13.8K ﹤0.01%
+105
478
$13.8K ﹤0.01%
825
479
$13.7K ﹤0.01%
+1,000
480
$13.7K ﹤0.01%
335
+250
481
$13.6K ﹤0.01%
237
+47
482
$13.6K ﹤0.01%
200
483
$13.4K ﹤0.01%
100
484
$13.3K ﹤0.01%
+200
485
$13.2K ﹤0.01%
+660
486
$13K ﹤0.01%
2,830
487
$13K ﹤0.01%
100
488
$13K ﹤0.01%
200
489
$13K ﹤0.01%
150
-343
490
$12.9K ﹤0.01%
+2,330
491
$12.7K ﹤0.01%
+328
492
$12.6K ﹤0.01%
+500
493
$12.3K ﹤0.01%
375
494
$12.2K ﹤0.01%
+235
495
$12.2K ﹤0.01%
200
496
$12.2K ﹤0.01%
+105
497
$12.1K ﹤0.01%
+151
498
$11.9K ﹤0.01%
+334
499
$11.9K ﹤0.01%
+1,236
500
$11.7K ﹤0.01%
1,647
18 19
20
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