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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$7K ﹤0.01%
101
-18
627
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229
628
$6K ﹤0.01%
44
629
$6K ﹤0.01%
+300
630
$6K ﹤0.01%
375
631
$6K ﹤0.01%
409
632
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93
+42
633
$6K ﹤0.01%
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634
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635
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50
-327
636
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60
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639
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265
640
$6K ﹤0.01%
+110
641
$6K ﹤0.01%
28
642
$6K ﹤0.01%
934
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$6K ﹤0.01%
100
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36
645
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40
646
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108
647
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374
648
$5K ﹤0.01%
30
649
$5K ﹤0.01%
156
650
$5K ﹤0.01%
333
-285
24 25
26
27 28