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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.03K ﹤0.01%
+50
577
$3.92K ﹤0.01%
113
578
$3.92K ﹤0.01%
+580
579
$3.91K ﹤0.01%
+102
580
$3.88K ﹤0.01%
+200
581
$3.87K ﹤0.01%
29
-29
582
$3.87K ﹤0.01%
+110
583
$3.85K ﹤0.01%
+53
584
$3.84K ﹤0.01%
37
-213
585
$3.81K ﹤0.01%
50
586
$3.78K ﹤0.01%
+411
587
$3.78K ﹤0.01%
100
-535
588
$3.76K ﹤0.01%
51
589
$3.73K ﹤0.01%
85
+49
590
$3.68K ﹤0.01%
22
591
$3.67K ﹤0.01%
35
592
$3.66K ﹤0.01%
184
593
$3.62K ﹤0.01%
+168
594
$3.56K ﹤0.01%
+49
595
$3.38K ﹤0.01%
752
596
$3.36K ﹤0.01%
43
597
$3.35K ﹤0.01%
94
598
$3.28K ﹤0.01%
125
599
$3.26K ﹤0.01%
37
+29
600
$3.24K ﹤0.01%
44
22 23
24
25 26