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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.57K ﹤0.01%
219
+200
552
$5.54K ﹤0.01%
+153
553
$5.47K ﹤0.01%
50
554
$5.46K ﹤0.01%
170
555
$5.3K ﹤0.01%
70
556
$5.29K ﹤0.01%
182
-182
557
$5.29K ﹤0.01%
46
-48
558
$5.2K ﹤0.01%
+300
559
$5.03K ﹤0.01%
42
560
$4.95K ﹤0.01%
+198
561
$4.95K ﹤0.01%
+100
562
$4.85K ﹤0.01%
148
563
$4.72K ﹤0.01%
132
564
$4.69K ﹤0.01%
70
565
$4.61K ﹤0.01%
177
566
$4.58K ﹤0.01%
112
567
$4.58K ﹤0.01%
74
568
$4.58K ﹤0.01%
77
569
$4.43K ﹤0.01%
247
570
$4.41K ﹤0.01%
9,520
-9,280
571
$4.26K ﹤0.01%
+187
572
$4.24K ﹤0.01%
19
-6,141
573
$4.17K ﹤0.01%
252
574
$4.16K ﹤0.01%
123
575
$4.05K ﹤0.01%
+150
21 22
23
24 25