MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.47M
3
+$2.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M
5
AOS icon
A.O. Smith
AOS
+$2.79M

Top Sells

1
+$3.89M
2
+$3.45M
3
+$3.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
VLO icon
Valero Energy
VLO
+$2.49M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.82%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$33K ﹤0.01%
200
477
$33K ﹤0.01%
210
+172
478
$33K ﹤0.01%
680
479
$32K ﹤0.01%
668
+168
480
$32K ﹤0.01%
367
+292
481
$32K ﹤0.01%
2,452
482
$31K ﹤0.01%
+1,955
483
$31K ﹤0.01%
328
-188
484
$31K ﹤0.01%
895
+320
485
$30K ﹤0.01%
1,176
486
$30K ﹤0.01%
+717
487
$29K ﹤0.01%
506
-26,750
488
$29K ﹤0.01%
+565
489
$29K ﹤0.01%
198
490
$29K ﹤0.01%
+500
491
$28K ﹤0.01%
300
492
$28K ﹤0.01%
502
+356
493
$27K ﹤0.01%
109
-4
494
$27K ﹤0.01%
436
495
$27K ﹤0.01%
+486
496
$27K ﹤0.01%
505
-150
497
$27K ﹤0.01%
5,000
498
$26K ﹤0.01%
800
+536
499
$26K ﹤0.01%
+553
500
$26K ﹤0.01%
+250
18 19
20
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