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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.82K ﹤0.01%
+100
602
$4.78K ﹤0.01%
23
+17
603
$4.78K ﹤0.01%
125
604
$4.76K ﹤0.01%
42
605
$4.76K ﹤0.01%
+424
606
$4.67K ﹤0.01%
74
607
$4.67K ﹤0.01%
+403
608
$4.46K ﹤0.01%
+84
609
$4.43K ﹤0.01%
+236
610
$4.39K ﹤0.01%
123
611
$4.38K ﹤0.01%
+50
612
$4.37K ﹤0.01%
+195
613
$4.33K ﹤0.01%
580
614
$4.31K ﹤0.01%
177
615
$4.29K ﹤0.01%
112
616
$4.29K ﹤0.01%
+519
617
$4.29K ﹤0.01%
77
618
$4.25K ﹤0.01%
70
619
$4.24K ﹤0.01%
+76
620
$4.2K ﹤0.01%
+108
621
$4.07K ﹤0.01%
247
622
$4.05K ﹤0.01%
22
623
$3.96K ﹤0.01%
169
624
$3.95K ﹤0.01%
50
625
$3.95K ﹤0.01%
+200
23 24
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