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
526
$5.07K ﹤0.01%
+80
527
$5.06K ﹤0.01%
+48
528
$5.01K ﹤0.01%
+199
529
$5.01K ﹤0.01%
+84
530
$4.96K ﹤0.01%
+333
531
$4.94K ﹤0.01%
+29
532
$4.9K ﹤0.01%
+155
533
$4.79K ﹤0.01%
+97
534
$4.7K ﹤0.01%
+88
535
$4.66K ﹤0.01%
+68
536
$4.64K ﹤0.01%
+97
537
$4.55K ﹤0.01%
+148
538
$4.53K ﹤0.01%
+100
539
$4.53K ﹤0.01%
+100
540
$4.5K ﹤0.01%
+165
541
$4.43K ﹤0.01%
+45
542
$4.42K ﹤0.01%
+170
543
$4.31K ﹤0.01%
+68
544
$4.22K ﹤0.01%
+993
545
$4.2K ﹤0.01%
+121
546
$4.03K ﹤0.01%
+57
547
$3.93K ﹤0.01%
+160
548
$3.84K ﹤0.01%
+31
549
$3.81K ﹤0.01%
+132
550
$3.71K ﹤0.01%
+208
20 21
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