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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3.9K ﹤0.01%
966
-27
577
$3.83K ﹤0.01%
100
578
$3.75K ﹤0.01%
500
579
$3.6K ﹤0.01%
56
580
$3.6K ﹤0.01%
91
581
$3.56K ﹤0.01%
67
582
$3.46K ﹤0.01%
81
583
$3.35K ﹤0.01%
65
584
$3.29K ﹤0.01%
52
585
$3.17K ﹤0.01%
+100
586
$3.12K ﹤0.01%
96
-106
587
$3.11K ﹤0.01%
50
-3,440
588
$2.88K ﹤0.01%
54
589
$2.84K ﹤0.01%
35
-269
590
$2.84K ﹤0.01%
114
591
$2.81K ﹤0.01%
250
592
$2.8K ﹤0.01%
23
-100
593
$2.79K ﹤0.01%
77
-12
594
$2.78K ﹤0.01%
58
+13
595
$2.76K ﹤0.01%
52
596
$2.75K ﹤0.01%
+65
597
$2.75K ﹤0.01%
58
598
$2.68K ﹤0.01%
+21
599
$2.55K ﹤0.01%
73
600
$2.54K ﹤0.01%
62
22 23
24
25 26