MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
-0.84%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$503M
AUM Growth
+$250M
(+99%)
Cap. Flow
+$253M
Cap. Flow
% of AUM
50.22%
Top 10 Holdings %
Top 10 Hldgs %
26.79%
Holding
938
New
301
Increased
277
Reduced
71
Closed
41
Top Buys
| 1 |
Johnson Controls International
JCI
|
+$18.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.54M |
| 3 |
Apple
AAPL
|
+$5.84M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$5.31M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$5.11M |
Top Sells
| 1 |
Cognizant
CTSH
|
+$854K |
| 2 |
American International
AIG
|
+$780K |
| 3 |
Exelon
EXC
|
+$585K |
| 4 |
Ford
F
|
+$200K |
| 5 |
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% |
