MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.47M
3
+$2.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M
5
AOS icon
A.O. Smith
AOS
+$2.79M

Top Sells

1
+$3.89M
2
+$3.45M
3
+$3.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
VLO icon
Valero Energy
VLO
+$2.49M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.82%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$16K ﹤0.01%
215
552
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40
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609
+21
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555
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+485
557
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+102
558
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311
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917
560
$14K ﹤0.01%
129
561
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+188
562
$14K ﹤0.01%
550
563
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304
-118
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488
+104
565
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+175
566
$14K ﹤0.01%
58
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569
$13K ﹤0.01%
367
570
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+129
571
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68
-27
572
$12K ﹤0.01%
+144
573
$12K ﹤0.01%
+236
574
$12K ﹤0.01%
404
575
$12K ﹤0.01%
60
+7
21 22
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