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
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2M
3
+$1.71M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.48M
5
ROP icon
Roper Technologies
ROP
+$1.02M

Top Sells

1
+$2.39M
2
+$1.71M
3
+$854K
4
AIG icon
American International
AIG
+$780K
5
CSCO icon
Cisco
CSCO
+$626K

Sector Composition

1 Financials 12.44%
2 Industrials 11.03%
3 Healthcare 10.03%
4 Technology 9.79%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6.39K ﹤0.01%
100
577
$6.36K ﹤0.01%
+200
578
$6.35K ﹤0.01%
79
579
$6.31K ﹤0.01%
500
-1,790
580
$6.16K ﹤0.01%
197
581
$6.14K ﹤0.01%
1,039
-1,236
582
$6.11K ﹤0.01%
+105
583
$6.09K ﹤0.01%
+177
584
$6.08K ﹤0.01%
84
585
$6.06K ﹤0.01%
+63
586
$6K ﹤0.01%
+690
587
$5.92K ﹤0.01%
215
588
$5.88K ﹤0.01%
175
589
$5.86K ﹤0.01%
400
+242
590
$5.79K ﹤0.01%
105
591
$5.68K ﹤0.01%
+372
592
$5.62K ﹤0.01%
1,080
593
$5.59K ﹤0.01%
100
594
$5.55K ﹤0.01%
170
595
$5.54K ﹤0.01%
+300
596
$5.54K ﹤0.01%
+22
597
$5.47K ﹤0.01%
128
598
$5.35K ﹤0.01%
148
599
$5.35K ﹤0.01%
100
-28
600
$5.34K ﹤0.01%
+125
22 23
24
25 26