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
$818M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$39.6M
3 +$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$6.52K ﹤0.01%
+129
502
$6.39K ﹤0.01%
+150
503
$6.38K ﹤0.01%
+152
504
$6.3K ﹤0.01%
+1,043
505
$6.29K ﹤0.01%
+207
506
$6.28K ﹤0.01%
+264
507
$6.26K ﹤0.01%
+108
508
$6.26K ﹤0.01%
+151
509
$6.24K ﹤0.01%
+76
510
$6.14K ﹤0.01%
+268
511
$6.08K ﹤0.01%
+122
512
$5.98K ﹤0.01%
+250
513
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+50
514
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+153
515
$5.79K ﹤0.01%
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517
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+69
518
$5.73K ﹤0.01%
+131
519
$5.67K ﹤0.01%
+37
520
$5.53K ﹤0.01%
+7
521
$5.46K ﹤0.01%
+127
522
$5.41K ﹤0.01%
+409
523
$5.28K ﹤0.01%
+69
524
$5.24K ﹤0.01%
+50
525
$5.18K ﹤0.01%
+50