MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.47M
3
+$2.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M
5
AOS icon
A.O. Smith
AOS
+$2.79M

Top Sells

1
+$3.89M
2
+$3.45M
3
+$3.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
VLO icon
Valero Energy
VLO
+$2.49M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.82%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12K ﹤0.01%
+110
577
$12K ﹤0.01%
286
578
$12K ﹤0.01%
414
+103
579
$12K ﹤0.01%
345
580
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127
+49
581
$12K ﹤0.01%
490
582
$12K ﹤0.01%
+603
583
$12K ﹤0.01%
100
584
$12K ﹤0.01%
70
585
$11K ﹤0.01%
167
586
$11K ﹤0.01%
491
+291
587
$11K ﹤0.01%
16
-13
588
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39
+24
589
$11K ﹤0.01%
609
+401
590
$11K ﹤0.01%
+100
591
$11K ﹤0.01%
+267
592
$11K ﹤0.01%
121
-46
593
$10K ﹤0.01%
888
594
$10K ﹤0.01%
238
-1,022
595
$10K ﹤0.01%
466
596
$10K ﹤0.01%
+243
597
$10K ﹤0.01%
+336
598
$10K ﹤0.01%
443
-1,048
599
$10K ﹤0.01%
116
+14
600
$10K ﹤0.01%
245
22 23
24
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