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
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.84M
3
+$3.09M
4
ROP icon
Roper Technologies
ROP
+$3.02M
5
AOS icon
A.O. Smith
AOS
+$2.78M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.02M
4
VLO icon
Valero Energy
VLO
+$2.87M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.56M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.85%
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%
+604
477
$33K ﹤0.01%
200
478
$33K ﹤0.01%
210
+172
479
$33K ﹤0.01%
680
480
$32K ﹤0.01%
668
+168
481
$32K ﹤0.01%
367
+292
482
$32K ﹤0.01%
2,452
483
$31K ﹤0.01%
+1,955
484
$31K ﹤0.01%
328
-188
485
$31K ﹤0.01%
2,225
486
$31K ﹤0.01%
895
+320
487
$30K ﹤0.01%
1,176
488
$30K ﹤0.01%
+717
489
$29K ﹤0.01%
506
-26,750
490
$29K ﹤0.01%
+565
491
$29K ﹤0.01%
198
492
$29K ﹤0.01%
+500
493
$28K ﹤0.01%
300
494
$28K ﹤0.01%
502
+356
495
$27K ﹤0.01%
109
-4
496
$27K ﹤0.01%
436
497
$27K ﹤0.01%
+486
498
$27K ﹤0.01%
505
-150
499
$27K ﹤0.01%
5,000
500
$26K ﹤0.01%
800
+536
18 19
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