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

Top Buys

1
+$20.7M
2
+$7.9M
3
+$5.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.43M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.41M

Top Sells

1
+$897K
2
+$788K
3
+$563K
4
F icon
Ford
F
+$231K
5
TKR icon
Timken Company
TKR
+$195K

Sector Composition

1 Financials 11.65%
2 Industrials 10.34%
3 Healthcare 9.16%
4 Technology 8.89%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3.86K ﹤0.01%
35
627
$3.78K ﹤0.01%
51
628
$3.76K ﹤0.01%
+320
629
$3.71K ﹤0.01%
+110
630
$3.69K ﹤0.01%
168
631
$3.67K ﹤0.01%
102
632
$3.65K ﹤0.01%
98
633
$3.64K ﹤0.01%
86
+30
634
$3.6K ﹤0.01%
184
635
$3.54K ﹤0.01%
113
636
$3.49K ﹤0.01%
58
-40
637
$3.45K ﹤0.01%
+93
638
$3.42K ﹤0.01%
58
639
$3.29K ﹤0.01%
+150
640
$3.27K ﹤0.01%
15
-25
641
$3.19K ﹤0.01%
+172
642
$3.13K ﹤0.01%
+25
643
$3.13K ﹤0.01%
44
644
$3.1K ﹤0.01%
28
645
$3.01K ﹤0.01%
+216
646
$2.94K ﹤0.01%
752
647
$2.94K ﹤0.01%
70
648
$2.94K ﹤0.01%
125
649
$2.93K ﹤0.01%
+70
650
$2.87K ﹤0.01%
+32
24 25
26
27 28