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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.96K ﹤0.01%
+257
577
$1.93K ﹤0.01%
+34
578
$1.82K ﹤0.01%
+45
579
$1.8K ﹤0.01%
+233
580
$1.75K ﹤0.01%
+84
581
$1.72K ﹤0.01%
+32
582
$1.71K ﹤0.01%
+61
583
$1.69K ﹤0.01%
+99
584
$1.5K ﹤0.01%
+19
585
$1.48K ﹤0.01%
+90
586
$1.46K ﹤0.01%
+157
587
$1.41K ﹤0.01%
+100
588
$1.38K ﹤0.01%
+9
589
$1.35K ﹤0.01%
+48
590
$1.32K ﹤0.01%
+38
591
$1.23K ﹤0.01%
+99
592
$1.23K ﹤0.01%
+38
593
$1.17K ﹤0.01%
+157
594
$1.04K ﹤0.01%
+209
595
$1.02K ﹤0.01%
+68
596
$988 ﹤0.01%
+32
597
$977 ﹤0.01%
+40
598
$952 ﹤0.01%
+114
599
$939 ﹤0.01%
+57
600
$933 ﹤0.01%
+41
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