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
$2.98B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$13.7M
3
+$11.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$55.3M
2
+$10.6M
3
+$4.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.31M
5
VZ icon
Verizon
VZ
+$3.22M

Sector Composition

1 Technology 19.75%
2 Financials 9.59%
3 Consumer Discretionary 9.01%
4 Healthcare 8.15%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$92K ﹤0.01%
3,524
+602
477
$91.7K ﹤0.01%
1,761
+489
478
$90.7K ﹤0.01%
395
-71
479
$90.1K ﹤0.01%
3,662
+395
480
$89.9K ﹤0.01%
+570
481
$89.7K ﹤0.01%
265
-6
482
$89K ﹤0.01%
674
-81
483
$88.3K ﹤0.01%
+767
484
$87.9K ﹤0.01%
1,137
+173
485
$87.9K ﹤0.01%
34
486
$87.6K ﹤0.01%
2,423
-289
487
$87.4K ﹤0.01%
543
+70
488
$87.3K ﹤0.01%
1,207
-147
489
$87.3K ﹤0.01%
75
-6
490
$87.1K ﹤0.01%
1,375
+1,125
491
$87K ﹤0.01%
357
-166
492
$86.6K ﹤0.01%
246
-40
493
$86.6K ﹤0.01%
394
-31
494
$85.1K ﹤0.01%
219
-4
495
$84.9K ﹤0.01%
762
-54
496
$84.8K ﹤0.01%
1,421
497
$83.7K ﹤0.01%
745
+72
498
$83.3K ﹤0.01%
613
+376
499
$83.3K ﹤0.01%
612
+207
500
$81.9K ﹤0.01%
1,171
+171
18 19
20
21 22