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
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.84M
3
+$3.09M
4
ROP icon
Roper Technologies
ROP
+$3.02M
5
AOS icon
A.O. Smith
AOS
+$2.78M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.02M
4
VLO icon
Valero Energy
VLO
+$2.87M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.56M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.85%
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%
+61
527
$19K ﹤0.01%
80
-30
528
$19K ﹤0.01%
1,258
529
$19K ﹤0.01%
648
+85
530
$19K ﹤0.01%
+148
531
$18K ﹤0.01%
1,236
532
$18K ﹤0.01%
39
-14
533
$18K ﹤0.01%
180
-22
534
$18K ﹤0.01%
450
535
$18K ﹤0.01%
119
-81
536
$18K ﹤0.01%
88
+27
537
$17K ﹤0.01%
334
+59
538
$17K ﹤0.01%
1,167
-1,444
539
$17K ﹤0.01%
+485
540
$17K ﹤0.01%
110
541
$17K ﹤0.01%
48
542
$17K ﹤0.01%
+112
543
$17K ﹤0.01%
+756
544
$17K ﹤0.01%
+28
545
$17K ﹤0.01%
1,000
546
$17K ﹤0.01%
+272
547
$17K ﹤0.01%
50
-46
548
$16K ﹤0.01%
+198
549
$16K ﹤0.01%
936
550
$16K ﹤0.01%
543
+43
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