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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$25K ﹤0.01%
1,000
477
$24K ﹤0.01%
705
478
$24K ﹤0.01%
155
+46
479
$23K ﹤0.01%
306
480
$23K ﹤0.01%
1,200
481
$23K ﹤0.01%
990
+280
482
$22K ﹤0.01%
936
483
$22K ﹤0.01%
812
+500
484
$22K ﹤0.01%
634
485
$21K ﹤0.01%
130
486
$21K ﹤0.01%
174
-7
487
$21K ﹤0.01%
317
-3,269
488
$21K ﹤0.01%
81
489
$21K ﹤0.01%
1,413
-10,121
490
$21K ﹤0.01%
275
-253
491
$21K ﹤0.01%
500
-160
492
$20K ﹤0.01%
150
493
$20K ﹤0.01%
150
494
$20K ﹤0.01%
675
495
$20K ﹤0.01%
200
496
$19K ﹤0.01%
519
-5
497
$19K ﹤0.01%
260
+200
498
$19K ﹤0.01%
700
-913
499
$19K ﹤0.01%
141
+41
500
$19K ﹤0.01%
580
+241
18 19
20
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