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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.7K ﹤0.01%
500
477
$10.5K ﹤0.01%
+120
478
$10.4K ﹤0.01%
+1,000
479
$10.4K ﹤0.01%
180
-160
480
$10.3K ﹤0.01%
119
-231
481
$10.3K ﹤0.01%
340
+40
482
$10.2K ﹤0.01%
100
483
$10.1K ﹤0.01%
205
-20
484
$9.91K ﹤0.01%
290
+6
485
$9.65K ﹤0.01%
18
486
$9.63K ﹤0.01%
101
487
$9.62K ﹤0.01%
38
+25
488
$9.57K ﹤0.01%
209
-31,414
489
$9.52K ﹤0.01%
+100
490
$9.3K ﹤0.01%
115
-38
491
$9.24K ﹤0.01%
45
492
$9.24K ﹤0.01%
270
493
$9.14K ﹤0.01%
229
+42
494
$9.1K ﹤0.01%
275
+250
495
$9.06K ﹤0.01%
198
+63
496
$9.05K ﹤0.01%
100
-375
497
$9.02K ﹤0.01%
77
498
$8.87K ﹤0.01%
100
-38
499
$8.85K ﹤0.01%
+76
500
$8.78K ﹤0.01%
174
18 19
20
21 22