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
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.47M
3
+$2.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M
5
AOS icon
A.O. Smith
AOS
+$2.79M

Top Sells

1
+$3.89M
2
+$3.45M
3
+$3.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
VLO icon
Valero Energy
VLO
+$2.49M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.82%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K ﹤0.01%
179
+166
627
$8K ﹤0.01%
+5
628
$8K ﹤0.01%
357
+24
629
$8K ﹤0.01%
100
630
$8K ﹤0.01%
100
631
$8K ﹤0.01%
61
+5
632
$8K ﹤0.01%
174
+94
633
$8K ﹤0.01%
+171
634
$8K ﹤0.01%
138
-51
635
$8K ﹤0.01%
166
+46
636
$8K ﹤0.01%
+127
637
$8K ﹤0.01%
+445
638
$7K ﹤0.01%
+410
639
$7K ﹤0.01%
34
-12
640
$7K ﹤0.01%
200
641
$7K ﹤0.01%
80
642
$7K ﹤0.01%
+156
643
$7K ﹤0.01%
+114
644
$7K ﹤0.01%
88
-157
645
$7K ﹤0.01%
+120
646
$7K ﹤0.01%
290
+220
647
$7K ﹤0.01%
49
-14
648
$6K ﹤0.01%
355
-88
649
$6K ﹤0.01%
+45
650
$6K ﹤0.01%
+200
24 25
26
27 28