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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$12K ﹤0.01%
325
552
$12K ﹤0.01%
290
-350
553
$12K ﹤0.01%
200
554
$12K ﹤0.01%
+200
555
$12K ﹤0.01%
+1,074
556
$11K ﹤0.01%
106
+31
557
$11K ﹤0.01%
309
558
$11K ﹤0.01%
85
559
$11K ﹤0.01%
404
560
$11K ﹤0.01%
200
561
$11K ﹤0.01%
248
562
$11K ﹤0.01%
49
+15
563
$11K ﹤0.01%
95
564
$11K ﹤0.01%
300
565
$11K ﹤0.01%
200
-250
566
$11K ﹤0.01%
140
-236
567
$11K ﹤0.01%
100
568
$11K ﹤0.01%
146
569
$11K ﹤0.01%
1,333
570
$10K ﹤0.01%
402
-24,158
571
$10K ﹤0.01%
750
572
$10K ﹤0.01%
105
573
$10K ﹤0.01%
245
574
$10K ﹤0.01%
350
575
$10K ﹤0.01%
311
21 22
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