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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7.47K ﹤0.01%
268
527
$7.39K ﹤0.01%
225
528
$7.36K ﹤0.01%
151
529
$7.25K ﹤0.01%
+100
530
$7.16K ﹤0.01%
218
531
$7.14K ﹤0.01%
71
532
$6.86K ﹤0.01%
152
533
$6.79K ﹤0.01%
565
534
$6.6K ﹤0.01%
500
535
$6.55K ﹤0.01%
140
-6,700
536
$6.41K ﹤0.01%
100
537
$6.4K ﹤0.01%
375
538
$6.35K ﹤0.01%
+714
539
$6.28K ﹤0.01%
41
-32
540
$6.25K ﹤0.01%
80
541
$6.24K ﹤0.01%
94
542
$6.01K ﹤0.01%
+185
543
$6.01K ﹤0.01%
250
544
$5.92K ﹤0.01%
155
545
$5.89K ﹤0.01%
68
-20
546
$5.57K ﹤0.01%
51
547
$5.53K ﹤0.01%
409
548
$5.37K ﹤0.01%
+69
549
$5.33K ﹤0.01%
50
550
$5.14K ﹤0.01%
46
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