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
626
$1.18K ﹤0.01%
+192
627
$1.15K ﹤0.01%
+6
628
$1.15K ﹤0.01%
45
629
$1.14K ﹤0.01%
68
630
$1.14K ﹤0.01%
38
-500
631
$1.13K ﹤0.01%
57
632
$1.12K ﹤0.01%
121
633
$970 ﹤0.01%
41
634
$955 ﹤0.01%
9
635
$932 ﹤0.01%
16
636
$864 ﹤0.01%
26
-454
637
$817 ﹤0.01%
33
638
$774 ﹤0.01%
34
639
$764 ﹤0.01%
102
640
$744 ﹤0.01%
15
641
$700 ﹤0.01%
47
642
$672 ﹤0.01%
8
643
$641 ﹤0.01%
11
644
$615 ﹤0.01%
19
-40
645
$590 ﹤0.01%
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-20
646
$558 ﹤0.01%
21
647
$461 ﹤0.01%
13
-1
648
$448 ﹤0.01%
10
649
$434 ﹤0.01%
11
-68
650
$408 ﹤0.01%
21
24 25
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27 28