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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.67K ﹤0.01%
+250
477
$9.6K ﹤0.01%
+111
478
$9.51K ﹤0.01%
+135
479
$9.27K ﹤0.01%
+257
480
$9.21K ﹤0.01%
+92
481
$8.96K ﹤0.01%
+286
482
$8.85K ﹤0.01%
+5,000
483
$8.48K ﹤0.01%
+300
484
$8.25K ﹤0.01%
+110
485
$8.25K ﹤0.01%
+372
486
$8.07K ﹤0.01%
+513
487
$7.88K ﹤0.01%
+107
488
$7.81K ﹤0.01%
+70
489
$7.79K ﹤0.01%
+423
490
$7.72K ﹤0.01%
+348
491
$7.63K ﹤0.01%
+572
492
$7.63K ﹤0.01%
+100
493
$7.45K ﹤0.01%
+565
494
$7.35K ﹤0.01%
+45
495
$7.32K ﹤0.01%
+225
496
$7.2K ﹤0.01%
+236
497
$7.19K ﹤0.01%
+42
498
$7.18K ﹤0.01%
+71
499
$6.77K ﹤0.01%
+130
500
$6.53K ﹤0.01%
+500
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