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
651
$3.69K ﹤0.01%
168
652
$3.67K ﹤0.01%
102
653
$3.65K ﹤0.01%
98
+49
654
$3.64K ﹤0.01%
86
+30
655
$3.6K ﹤0.01%
184
656
$3.54K ﹤0.01%
113
657
$3.49K ﹤0.01%
58
-40
658
$3.45K ﹤0.01%
+93
659
$3.42K ﹤0.01%
29
660
$3.29K ﹤0.01%
+150
661
$3.27K ﹤0.01%
15
-25
662
$3.19K ﹤0.01%
+172
663
$3.13K ﹤0.01%
+25
664
$3.13K ﹤0.01%
44
665
$3.1K ﹤0.01%
28
666
$3.01K ﹤0.01%
+216
667
$2.94K ﹤0.01%
752
668
$2.94K ﹤0.01%
125
669
$2.94K ﹤0.01%
70
670
$2.93K ﹤0.01%
70
-40
671
$2.87K ﹤0.01%
+32
672
$2.69K ﹤0.01%
100
673
$2.59K ﹤0.01%
+38
674
$2.59K ﹤0.01%
46
675
$2.57K ﹤0.01%
+123
25 26
27
28 29