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
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.84M
3
+$3.09M
4
ROP icon
Roper Technologies
ROP
+$3.02M
5
AOS icon
A.O. Smith
AOS
+$2.78M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.02M
4
VLO icon
Valero Energy
VLO
+$2.87M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.56M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.85%
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%
+303
552
$16K ﹤0.01%
+172
553
$16K ﹤0.01%
215
554
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40
-78
555
$15K ﹤0.01%
609
+21
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200
557
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100
558
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+485
559
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+102
560
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311
+129
561
$15K ﹤0.01%
917
562
$14K ﹤0.01%
129
563
$14K ﹤0.01%
+188
564
$14K ﹤0.01%
550
565
$14K ﹤0.01%
304
-118
566
$14K ﹤0.01%
244
+52
567
$14K ﹤0.01%
+175
568
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58
-44
569
$13K ﹤0.01%
+96
570
$13K ﹤0.01%
200
571
$13K ﹤0.01%
367
572
$13K ﹤0.01%
+129
573
$12K ﹤0.01%
68
-27
574
$12K ﹤0.01%
+144
575
$12K ﹤0.01%
+236
21 22
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