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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7.59K ﹤0.01%
1,000
552
$7.57K ﹤0.01%
+21
553
$7.53K ﹤0.01%
93
554
$7.53K ﹤0.01%
+425
555
$7.5K ﹤0.01%
+88
556
$7.46K ﹤0.01%
465
+165
557
$7.39K ﹤0.01%
270
+43
558
$7.33K ﹤0.01%
+104
559
$7.06K ﹤0.01%
60
560
$7.03K ﹤0.01%
84
561
$6.91K ﹤0.01%
106
+63
562
$6.84K ﹤0.01%
75
-150
563
$6.68K ﹤0.01%
326
564
$6.65K ﹤0.01%
89
565
$6.49K ﹤0.01%
+95
566
$6.39K ﹤0.01%
100
567
$6.36K ﹤0.01%
+200
568
$6.35K ﹤0.01%
79
569
$6.31K ﹤0.01%
500
-1,790
570
$6.14K ﹤0.01%
1,082
-192
571
$6.11K ﹤0.01%
+105
572
$6.09K ﹤0.01%
+177
573
$6.08K ﹤0.01%
84
574
$6.06K ﹤0.01%
+63
575
$5.92K ﹤0.01%
215
21 22
23
24 25