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
$1.12B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.19M
3
+$3.02M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M
5
ADBE icon
Adobe
ADBE
+$2.2M

Top Sells

1
+$2.88M
2
+$2.02M
3
+$1.58M
4
KMI icon
Kinder Morgan
KMI
+$1.38M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Financials 10.54%
2 Technology 9.19%
3 Healthcare 8.32%
4 Industrials 7.6%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.38K ﹤0.01%
275
602
$2.35K ﹤0.01%
30
603
$2.31K ﹤0.01%
+4
604
$2.31K ﹤0.01%
565
605
$2.19K ﹤0.01%
120
-640
606
$2.19K ﹤0.01%
232
-1
607
$2.13K ﹤0.01%
84
608
$1.9K ﹤0.01%
+26
609
$1.89K ﹤0.01%
33
-1
610
$1.86K ﹤0.01%
68
611
$1.78K ﹤0.01%
99
612
$1.77K ﹤0.01%
200
613
$1.76K ﹤0.01%
19
614
$1.75K ﹤0.01%
45
615
$1.71K ﹤0.01%
25
616
$1.69K ﹤0.01%
+8
617
$1.63K ﹤0.01%
48
618
$1.59K ﹤0.01%
22
619
$1.56K ﹤0.01%
410
620
$1.39K ﹤0.01%
157
621
$1.32K ﹤0.01%
100
622
$1.32K ﹤0.01%
157
-2,723
623
$1.26K ﹤0.01%
28
624
$1.24K ﹤0.01%
194
625
$1.19K ﹤0.01%
+2
23 24
25
26 27