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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8.72K ﹤0.01%
300
502
$8.7K ﹤0.01%
352
+102
503
$8.58K ﹤0.01%
+400
504
$8.46K ﹤0.01%
118
-33
505
$8.42K ﹤0.01%
172
506
$8.41K ﹤0.01%
230
-2,260
507
$8.33K ﹤0.01%
116
508
$8.29K ﹤0.01%
+60
509
$8.06K ﹤0.01%
1,000
510
$8.01K ﹤0.01%
72
-111
511
$7.95K ﹤0.01%
+128
512
$7.93K ﹤0.01%
297
513
$7.81K ﹤0.01%
+100
514
$7.75K ﹤0.01%
1,080
515
$7.72K ﹤0.01%
163
-400
516
$7.67K ﹤0.01%
292
-245
517
$7.65K ﹤0.01%
211
-72,028
518
$7.54K ﹤0.01%
93
519
$7.52K ﹤0.01%
107
-126
520
$7.47K ﹤0.01%
40
+25
521
$7.17K ﹤0.01%
84
+51
522
$7.17K ﹤0.01%
57
523
$7.1K ﹤0.01%
62
-367
524
$7.03K ﹤0.01%
+215
525
$7.02K ﹤0.01%
326
+293
19 20
21
22 23