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
526
$9.15K ﹤0.01%
352
527
$9.13K ﹤0.01%
174
528
$9.07K ﹤0.01%
77
529
$9.02K ﹤0.01%
45
530
$8.99K ﹤0.01%
+270
531
$8.82K ﹤0.01%
555
532
$8.73K ﹤0.01%
+250
533
$8.67K ﹤0.01%
18,800
+9,280
534
$8.64K ﹤0.01%
+292
535
$8.63K ﹤0.01%
71
+45
536
$8.44K ﹤0.01%
177
+111
537
$8.43K ﹤0.01%
+127
538
$8.42K ﹤0.01%
+200
539
$8.37K ﹤0.01%
+70
540
$8.31K ﹤0.01%
172
541
$8.12K ﹤0.01%
+300
542
$8.09K ﹤0.01%
211
543
$8.08K ﹤0.01%
73
+11
544
$8.07K ﹤0.01%
145
+25
545
$8.05K ﹤0.01%
107
546
$7.9K ﹤0.01%
297
547
$7.88K ﹤0.01%
116
548
$7.76K ﹤0.01%
68
+11
549
$7.76K ﹤0.01%
500
550
$7.73K ﹤0.01%
67
+43
20 21
22
23 24