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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$18K ﹤0.01%
610
502
$18K ﹤0.01%
888
503
$18K ﹤0.01%
125
504
$18K ﹤0.01%
121
-15
505
$18K ﹤0.01%
217
-9
506
$18K ﹤0.01%
210
507
$18K ﹤0.01%
67
508
$18K ﹤0.01%
141
-8
509
$18K ﹤0.01%
65
510
$17K ﹤0.01%
476
+182
511
$17K ﹤0.01%
34
512
$17K ﹤0.01%
202
-200
513
$17K ﹤0.01%
180
-80
514
$17K ﹤0.01%
186
-30
515
$17K ﹤0.01%
48
-34
516
$17K ﹤0.01%
185
-5,458
517
$17K ﹤0.01%
+580
518
$17K ﹤0.01%
125
519
$16K ﹤0.01%
142
-5,145
520
$16K ﹤0.01%
976
-912
521
$16K ﹤0.01%
162
522
$16K ﹤0.01%
1,236
523
$16K ﹤0.01%
500
524
$16K ﹤0.01%
+200
525
$16K ﹤0.01%
+300
19 20
21
22 23