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
$2.98B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$13.7M
3
+$11.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$55.3M
2
+$10.6M
3
+$4.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.31M
5
VZ icon
Verizon
VZ
+$3.22M

Sector Composition

1 Technology 19.75%
2 Financials 9.59%
3 Consumer Discretionary 9.01%
4 Healthcare 8.15%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$70.2K ﹤0.01%
1,408
+596
527
$70.1K ﹤0.01%
2,140
+374
528
$69.8K ﹤0.01%
307
+39
529
$69.5K ﹤0.01%
1,797
+261
530
$69.1K ﹤0.01%
462
+80
531
$68.3K ﹤0.01%
1,999
+189
532
$68.3K ﹤0.01%
409
+46
533
$68.2K ﹤0.01%
1,480
534
$67.5K ﹤0.01%
3,826
+991
535
$67.3K ﹤0.01%
935
-1,102
536
$67.1K ﹤0.01%
1,201
+910
537
$66.8K ﹤0.01%
+1,660
538
$66.5K ﹤0.01%
3,430
+10
539
$65.3K ﹤0.01%
813
+89
540
$65.3K ﹤0.01%
209
+1
541
$64.9K ﹤0.01%
455
+23
542
$64.8K ﹤0.01%
1,270
+1,236
543
$64.7K ﹤0.01%
473
+179
544
$64.6K ﹤0.01%
639
545
$64.6K ﹤0.01%
817
-1,091
546
$64.6K ﹤0.01%
1,631
+82
547
$62.8K ﹤0.01%
291
+73
548
$62.4K ﹤0.01%
241
+10
549
$62.2K ﹤0.01%
558
+192
550
$62K ﹤0.01%
430
-7
20 21
22
23 24