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
651
$376 ﹤0.01%
10
652
$344 ﹤0.01%
9
653
$342 ﹤0.01%
75
654
$341 ﹤0.01%
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655
$329 ﹤0.01%
50
656
$282 ﹤0.01%
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$281 ﹤0.01%
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658
$268 ﹤0.01%
5
-250
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$261 ﹤0.01%
+12
660
$243 ﹤0.01%
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661
$242 ﹤0.01%
+12
662
$149 ﹤0.01%
10
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$140 ﹤0.01%
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-133
664
$117 ﹤0.01%
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$114 ﹤0.01%
27
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$77 ﹤0.01%
9
667
$72 ﹤0.01%
+5
668
$70 ﹤0.01%
+5
669
$66 ﹤0.01%
20
670
$55 ﹤0.01%
4
671
$54 ﹤0.01%
67
672
$39 ﹤0.01%
+1
673
$34 ﹤0.01%
2
-500
674
$33 ﹤0.01%
88
675
$27 ﹤0.01%
1
25 26
27
28 29