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
626
$4.43K ﹤0.01%
+236
627
$4.41K ﹤0.01%
152
628
$4.39K ﹤0.01%
123
629
$4.38K ﹤0.01%
50
630
$4.37K ﹤0.01%
+148
631
$4.33K ﹤0.01%
580
632
$4.31K ﹤0.01%
177
633
$4.29K ﹤0.01%
112
634
$4.29K ﹤0.01%
+519
635
$4.29K ﹤0.01%
77
636
$4.25K ﹤0.01%
70
637
$4.24K ﹤0.01%
+76
638
$4.2K ﹤0.01%
+108
639
$4.11K ﹤0.01%
+60
640
$4.07K ﹤0.01%
247
641
$4.06K ﹤0.01%
22
642
$3.96K ﹤0.01%
157
643
$3.95K ﹤0.01%
50
644
$3.95K ﹤0.01%
200
645
$3.88K ﹤0.01%
37
646
$3.86K ﹤0.01%
35
647
$3.8K ﹤0.01%
252
648
$3.78K ﹤0.01%
51
649
$3.76K ﹤0.01%
+64
650
$3.71K ﹤0.01%
+110
24 25
26
27 28