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
651
$1.17K ﹤0.01%
67
652
$1.15K ﹤0.01%
+44
653
$1.15K ﹤0.01%
+231
654
$1.14K ﹤0.01%
+31
655
$1.14K ﹤0.01%
+160
656
$1.05K ﹤0.01%
9
657
$1.05K ﹤0.01%
+15
658
$1.04K ﹤0.01%
68
659
$1.03K ﹤0.01%
+60
660
$1.03K ﹤0.01%
6
-17
661
$1.03K ﹤0.01%
+25
662
$1.02K ﹤0.01%
+54
663
$1.02K ﹤0.01%
+61
664
$994 ﹤0.01%
+38
665
$956 ﹤0.01%
+25
666
$936 ﹤0.01%
67
667
$911 ﹤0.01%
100
668
$887 ﹤0.01%
13
669
$862 ﹤0.01%
323
670
$842 ﹤0.01%
+26
671
$800 ﹤0.01%
10
-15,395
672
$696 ﹤0.01%
26
+6
673
$644 ﹤0.01%
19
674
$634 ﹤0.01%
178
+97
675
$632 ﹤0.01%
13
25 26
27
28 29