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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.1K ﹤0.01%
+287
552
$5.03K ﹤0.01%
55
-55
553
$4.86K ﹤0.01%
+213
554
$4.85K ﹤0.01%
150
555
$4.8K ﹤0.01%
121
556
$4.69K ﹤0.01%
54
557
$4.58K ﹤0.01%
192
+60
558
$4.56K ﹤0.01%
146
-225
559
$4.54K ﹤0.01%
100
-40
560
$4.51K ﹤0.01%
157
+83
561
$4.48K ﹤0.01%
100
562
$4.43K ﹤0.01%
74
-114
563
$4.43K ﹤0.01%
71
+51
564
$4.32K ﹤0.01%
95
+29
565
$4.32K ﹤0.01%
50
-14
566
$4.31K ﹤0.01%
200
567
$4.28K ﹤0.01%
160
568
$4.25K ﹤0.01%
+100
569
$4.16K ﹤0.01%
45
570
$4.14K ﹤0.01%
239
571
$4.01K ﹤0.01%
144
-7
572
$3.99K ﹤0.01%
7
573
$3.99K ﹤0.01%
508
+251
574
$3.93K ﹤0.01%
+131
575
$3.9K ﹤0.01%
101
21 22
23
24 25