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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.15K ﹤0.01%
66
-85
602
$3.13K ﹤0.01%
26
-45
603
$3.09K ﹤0.01%
46
604
$3.05K ﹤0.01%
24
-34
605
$3.05K ﹤0.01%
28
606
$2.99K ﹤0.01%
85
-165
607
$2.89K ﹤0.01%
158
+138
608
$2.84K ﹤0.01%
26
609
$2.83K ﹤0.01%
+70
610
$2.82K ﹤0.01%
+119
611
$2.75K ﹤0.01%
225
-9
612
$2.69K ﹤0.01%
+77
613
$2.66K ﹤0.01%
100
614
$2.65K ﹤0.01%
56
615
$2.61K ﹤0.01%
38
616
$2.54K ﹤0.01%
58
-57
617
$2.47K ﹤0.01%
+500
618
$2.46K ﹤0.01%
300
619
$2.46K ﹤0.01%
60
-240
620
$2.46K ﹤0.01%
100
621
$2.34K ﹤0.01%
100
-400
622
$2.31K ﹤0.01%
28
-28
623
$2.13K ﹤0.01%
40
624
$2.08K ﹤0.01%
+78
625
$2.08K ﹤0.01%
+10
23 24
25
26 27