MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.47M
3
+$2.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M
5
AOS icon
A.O. Smith
AOS
+$2.79M

Top Sells

1
+$3.89M
2
+$3.45M
3
+$3.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
VLO icon
Valero Energy
VLO
+$2.49M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.82%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$19K ﹤0.01%
1,258
527
$19K ﹤0.01%
648
+85
528
$19K ﹤0.01%
+148
529
$18K ﹤0.01%
1,236
530
$18K ﹤0.01%
39
-14
531
$18K ﹤0.01%
180
-22
532
$18K ﹤0.01%
450
533
$18K ﹤0.01%
119
-81
534
$18K ﹤0.01%
88
+27
535
$17K ﹤0.01%
334
+59
536
$17K ﹤0.01%
1,167
-1,444
537
$17K ﹤0.01%
+485
538
$17K ﹤0.01%
110
539
$17K ﹤0.01%
48
540
$17K ﹤0.01%
+112
541
$17K ﹤0.01%
+756
542
$17K ﹤0.01%
+28
543
$17K ﹤0.01%
1,000
544
$17K ﹤0.01%
+272
545
$17K ﹤0.01%
50
-46
546
$16K ﹤0.01%
+198
547
$16K ﹤0.01%
936
548
$16K ﹤0.01%
543
+43
549
$16K ﹤0.01%
+303
550
$16K ﹤0.01%
+172
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