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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1 +$4.77M
2 +$3.68M
3 +$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1 +$3.27M
2 +$1.71M
3 +$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$10K ﹤0.01%
100
577
$10K ﹤0.01%
128
578
$10K ﹤0.01%
101
579
$10K ﹤0.01%
293
+193
580
$10K ﹤0.01%
141
+41
581
$10K ﹤0.01%
+200
582
$9K ﹤0.01%
343
583
$9K ﹤0.01%
200
584
$9K ﹤0.01%
201
+177
585
$9K ﹤0.01%
323
586
$9K ﹤0.01%
570
587
$9K ﹤0.01%
216
588
$9K ﹤0.01%
167
589
$9K ﹤0.01%
+106
590
$9K ﹤0.01%
121
591
$9K ﹤0.01%
175
+112
592
$9K ﹤0.01%
131
593
$8K ﹤0.01%
76
-4,567
594
$8K ﹤0.01%
+86
595
$8K ﹤0.01%
225
596
$8K ﹤0.01%
98
597
$8K ﹤0.01%
76
598
$8K ﹤0.01%
95
599
$8K ﹤0.01%
97
600
$8K ﹤0.01%
111