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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12.8K ﹤0.01%
250
-750
477
$12.5K ﹤0.01%
50
478
$12.5K ﹤0.01%
+278
479
$12.5K ﹤0.01%
1,091
480
$12.5K ﹤0.01%
900
-963
481
$12.3K ﹤0.01%
+275
482
$12.3K ﹤0.01%
105
483
$12.2K ﹤0.01%
127
+58
484
$12.2K ﹤0.01%
100
-120
485
$11.9K ﹤0.01%
152
486
$11.8K ﹤0.01%
426
487
$11.8K ﹤0.01%
+180
488
$11.8K ﹤0.01%
115
489
$11.7K ﹤0.01%
+282
490
$11.6K ﹤0.01%
1,333
491
$11.6K ﹤0.01%
+242
492
$11.5K ﹤0.01%
720
493
$11.4K ﹤0.01%
372
+267
494
$11.3K ﹤0.01%
404
495
$11.2K ﹤0.01%
125
496
$11K ﹤0.01%
+281
497
$10.9K ﹤0.01%
141
-211
498
$10.6K ﹤0.01%
125
499
$10.2K ﹤0.01%
423
500
$9.95K ﹤0.01%
204
18 19
20
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