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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$16K ﹤0.01%
+162
527
$16K ﹤0.01%
+736
528
$16K ﹤0.01%
113
+47
529
$16K ﹤0.01%
+419
530
$16K ﹤0.01%
1,215
531
$15K ﹤0.01%
+176
532
$15K ﹤0.01%
110
533
$15K ﹤0.01%
145
534
$15K ﹤0.01%
470
+254
535
$15K ﹤0.01%
155
536
$15K ﹤0.01%
+300
537
$15K ﹤0.01%
311
-7,912
538
$14K ﹤0.01%
350
539
$14K ﹤0.01%
245
540
$14K ﹤0.01%
108
+57
541
$14K ﹤0.01%
930
-825
542
$13K ﹤0.01%
325
543
$13K ﹤0.01%
177
544
$13K ﹤0.01%
+700
545
$13K ﹤0.01%
187
-180
546
$12K ﹤0.01%
64
547
$12K ﹤0.01%
750
548
$12K ﹤0.01%
+398
549
$12K ﹤0.01%
372
550
$12K ﹤0.01%
+83
20 21
22
23 24