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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5.88K ﹤0.01%
175
577
$5.79K ﹤0.01%
105
578
$5.68K ﹤0.01%
+372
579
$5.59K ﹤0.01%
100
580
$5.55K ﹤0.01%
170
581
$5.54K ﹤0.01%
+300
582
$5.54K ﹤0.01%
+22
583
$5.47K ﹤0.01%
128
584
$5.35K ﹤0.01%
148
585
$5.35K ﹤0.01%
100
-28
586
$5.3K ﹤0.01%
70
587
$5.2K ﹤0.01%
+80
588
$5.19K ﹤0.01%
132
589
$5.17K ﹤0.01%
410
590
$5.16K ﹤0.01%
+69
591
$5.14K ﹤0.01%
+114
592
$5.12K ﹤0.01%
+200
593
$5.08K ﹤0.01%
128
+70
594
$5.07K ﹤0.01%
+50
595
$5.05K ﹤0.01%
219
+19
596
$5.04K ﹤0.01%
+200
597
$4.93K ﹤0.01%
+70
598
$4.92K ﹤0.01%
+31
599
$4.91K ﹤0.01%
+750
600
$4.87K ﹤0.01%
364
22 23
24
25 26