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
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$2M
3 +$1.71M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.48M
5
ROP icon
Roper Technologies
ROP
+$1.02M

Top Sells

1 +$2.39M
2 +$1.71M
3 +$854K
4
AIG icon
American International
AIG
+$780K
5
CSCO icon
Cisco
CSCO
+$626K

Sector Composition

1 Financials 12.44%
2 Industrials 11.03%
3 Healthcare 10.03%
4 Technology 9.79%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9.73K ﹤0.01%
38
527
$9.64K ﹤0.01%
149
528
$9.3K ﹤0.01%
95
529
$9.19K ﹤0.01%
+540
530
$9.16K ﹤0.01%
119
531
$9.15K ﹤0.01%
176
-176
532
$9.13K ﹤0.01%
174
533
$9.07K ﹤0.01%
77
534
$9.02K ﹤0.01%
45
535
$8.99K ﹤0.01%
270
536
$8.92K ﹤0.01%
+400
537
$8.73K ﹤0.01%
+250
538
$8.67K ﹤0.01%
18,800
+9,280
539
$8.64K ﹤0.01%
+292
540
$8.63K ﹤0.01%
71
+45
541
$8.44K ﹤0.01%
177
+111
542
$8.43K ﹤0.01%
+127
543
$8.42K ﹤0.01%
+200
544
$8.37K ﹤0.01%
+70
545
$8.31K ﹤0.01%
172
546
$8.12K ﹤0.01%
300
547
$8.09K ﹤0.01%
211
548
$8.08K ﹤0.01%
73
+11
549
$8.07K ﹤0.01%
145
+25
550
$8.05K ﹤0.01%
107