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
626
$2.08K ﹤0.01%
78
+29
627
$1.98K ﹤0.01%
+64
628
$1.94K ﹤0.01%
+157
629
$1.91K ﹤0.01%
123
630
$1.88K ﹤0.01%
151
631
$1.85K ﹤0.01%
+500
632
$1.77K ﹤0.01%
40
633
$1.75K ﹤0.01%
+36
634
$1.72K ﹤0.01%
+29
635
$1.71K ﹤0.01%
+62
636
$1.62K ﹤0.01%
100
637
$1.58K ﹤0.01%
47
638
$1.5K ﹤0.01%
29
-1,100
639
$1.46K ﹤0.01%
+50
640
$1.42K ﹤0.01%
+12
641
$1.4K ﹤0.01%
+20
642
$1.39K ﹤0.01%
24
-276
643
$1.32K ﹤0.01%
+23
644
$1.28K ﹤0.01%
+81
645
$1.24K ﹤0.01%
+14
646
$1.21K ﹤0.01%
+55
647
$1.2K ﹤0.01%
+20
648
$1.19K ﹤0.01%
+40
649
$1.19K ﹤0.01%
42
+22
650
$1.18K ﹤0.01%
56
24 25
26
27 28