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
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2M
3
+$1.71M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.48M
5
ROP icon
Roper Technologies
ROP
+$1.02M

Top Sells

1
+$2.39M
2
+$1.71M
3
+$854K
4
AIG icon
American International
AIG
+$780K
5
CSCO icon
Cisco
CSCO
+$626K

Sector Composition

1 Financials 12.44%
2 Industrials 11.03%
3 Healthcare 10.03%
4 Technology 9.79%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7.99K ﹤0.01%
+250
552
$7.9K ﹤0.01%
297
553
$7.88K ﹤0.01%
116
554
$7.76K ﹤0.01%
68
+11
555
$7.73K ﹤0.01%
67
+43
556
$7.59K ﹤0.01%
1,000
557
$7.57K ﹤0.01%
+21
558
$7.55K ﹤0.01%
+1,259
559
$7.53K ﹤0.01%
93
560
$7.53K ﹤0.01%
+425
561
$7.5K ﹤0.01%
88
-87
562
$7.46K ﹤0.01%
465
+165
563
$7.39K ﹤0.01%
270
+43
564
$7.33K ﹤0.01%
+104
565
$7.16K ﹤0.01%
359
+67
566
$7.12K ﹤0.01%
116
+78
567
$7.06K ﹤0.01%
60
568
$7.03K ﹤0.01%
84
569
$7K ﹤0.01%
75
-150
570
$6.91K ﹤0.01%
106
+63
571
$6.84K ﹤0.01%
75
-150
572
$6.68K ﹤0.01%
326
573
$6.65K ﹤0.01%
89
574
$6.61K ﹤0.01%
+40
575
$6.5K ﹤0.01%
+95
21 22
23
24 25