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
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2M
3
+$1.71M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.48M
5
ROP icon
Roper Technologies
ROP
+$1.02M

Top Sells

1
+$2.39M
2
+$1.71M
3
+$854K
4
AIG icon
American International
AIG
+$780K
5
CSCO icon
Cisco
CSCO
+$626K

Sector Composition

1 Financials 12.44%
2 Industrials 11.03%
3 Healthcare 10.03%
4 Technology 9.79%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5.3K ﹤0.01%
70
602
$5.2K ﹤0.01%
+100
603
$5.2K ﹤0.01%
80
604
$5.19K ﹤0.01%
132
605
$5.17K ﹤0.01%
410
606
$5.16K ﹤0.01%
+69
607
$5.14K ﹤0.01%
+114
608
$5.12K ﹤0.01%
+200
609
$5.11K ﹤0.01%
+200
610
$5.08K ﹤0.01%
128
+70
611
$5.07K ﹤0.01%
50
612
$5.05K ﹤0.01%
+200
613
$5.05K ﹤0.01%
219
614
$5.04K ﹤0.01%
+200
615
$4.93K ﹤0.01%
+70
616
$4.92K ﹤0.01%
+31
617
$4.91K ﹤0.01%
+750
618
$4.87K ﹤0.01%
182
619
$4.82K ﹤0.01%
100
620
$4.78K ﹤0.01%
23
+17
621
$4.76K ﹤0.01%
42
622
$4.76K ﹤0.01%
+424
623
$4.67K ﹤0.01%
387
+162
624
$4.67K ﹤0.01%
74
625
$4.46K ﹤0.01%
+84
23 24
25
26 27