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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3.64K ﹤0.01%
+107
552
$3.62K ﹤0.01%
+95
553
$3.55K ﹤0.01%
+54
554
$3.39K ﹤0.01%
+239
555
$3.38K ﹤0.01%
+56
556
$3.34K ﹤0.01%
+63
557
$3.33K ﹤0.01%
+40
558
$3.1K ﹤0.01%
+46
559
$2.94K ﹤0.01%
+194
560
$2.88K ﹤0.01%
+95
561
$2.81K ﹤0.01%
+54
562
$2.78K ﹤0.01%
+18
563
$2.73K ﹤0.01%
+52
564
$2.54K ﹤0.01%
+30
565
$2.52K ﹤0.01%
+65
566
$2.46K ﹤0.01%
+565
567
$2.4K ﹤0.01%
+114
568
$2.31K ﹤0.01%
+62
569
$2.24K ﹤0.01%
+64
570
$2.23K ﹤0.01%
+144
571
$2.16K ﹤0.01%
+65
572
$2.1K ﹤0.01%
+73
573
$2.07K ﹤0.01%
+410
574
$2.06K ﹤0.01%
+79
575
$1.99K ﹤0.01%
+68
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