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
526
$6.84K ﹤0.01%
79
527
$6.78K ﹤0.01%
84
528
$6.72K ﹤0.01%
+197
529
$6.7K ﹤0.01%
105
530
$6.66K ﹤0.01%
98
-175
531
$6.64K ﹤0.01%
108
-165
532
$6.46K ﹤0.01%
89
533
$6.42K ﹤0.01%
+110
534
$6.33K ﹤0.01%
108
-95
535
$6.27K ﹤0.01%
157
536
$6.25K ﹤0.01%
98
+90
537
$6.09K ﹤0.01%
80
538
$6.09K ﹤0.01%
+120
539
$6.08K ﹤0.01%
+400
540
$6.08K ﹤0.01%
100
541
$6.08K ﹤0.01%
+4
542
$6.08K ﹤0.01%
+175
543
$5.99K ﹤0.01%
410
544
$5.89K ﹤0.01%
85
+50
545
$5.88K ﹤0.01%
66
-219
546
$5.86K ﹤0.01%
128
547
$5.82K ﹤0.01%
152
548
$5.81K ﹤0.01%
100
+25
549
$5.69K ﹤0.01%
227
550
$5.61K ﹤0.01%
+90
20 21
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