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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$7.54M
3 +$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1 +$854K
2 +$780K
3 +$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$11.6K ﹤0.01%
672
502
$11.5K ﹤0.01%
+295
503
$11.5K ﹤0.01%
156
504
$11.4K ﹤0.01%
+314
505
$11.3K ﹤0.01%
200
506
$11.2K ﹤0.01%
+404
507
$11.1K ﹤0.01%
+1,144
508
$11.1K ﹤0.01%
100
509
$11K ﹤0.01%
114
+14
510
$11K ﹤0.01%
101
511
$11K ﹤0.01%
120
512
$10.7K ﹤0.01%
122
513
$10.7K ﹤0.01%
+211
514
$10.6K ﹤0.01%
500
515
$10.6K ﹤0.01%
+1,043
516
$10.6K ﹤0.01%
195
-10
517
$10.4K ﹤0.01%
94
+48
518
$10.1K ﹤0.01%
+273
519
$9.95K ﹤0.01%
+630
520
$9.9K ﹤0.01%
1,005
+5
521
$9.73K ﹤0.01%
38
+25
522
$9.64K ﹤0.01%
+149
523
$9.3K ﹤0.01%
95
524
$9.19K ﹤0.01%
+540
525
$9.16K ﹤0.01%
119