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

Top Buys

1
+$20M
2
+$5.84M
3
+$3.09M
4
ROP icon
Roper Technologies
ROP
+$3.02M
5
AOS icon
A.O. Smith
AOS
+$2.78M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.02M
4
VLO icon
Valero Energy
VLO
+$2.87M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.56M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.85%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
+45
652
$6K ﹤0.01%
+200
653
$6K ﹤0.01%
68
-232
654
$6K ﹤0.01%
+577
655
$6K ﹤0.01%
35
656
$6K ﹤0.01%
+121
657
$6K ﹤0.01%
+161
658
$6K ﹤0.01%
80
-29
659
$6K ﹤0.01%
+123
660
$6K ﹤0.01%
+100
661
$6K ﹤0.01%
+16
662
$6K ﹤0.01%
85
663
$6K ﹤0.01%
876
-828
664
$6K ﹤0.01%
+35
665
$6K ﹤0.01%
+53
666
$6K ﹤0.01%
85
-15
667
$5K ﹤0.01%
73
668
$5K ﹤0.01%
20
669
$5K ﹤0.01%
+85
670
$5K ﹤0.01%
+50
671
$5K ﹤0.01%
48
-17
672
$5K ﹤0.01%
38
+30
673
$5K ﹤0.01%
20
-74
674
$5K ﹤0.01%
27
-9
675
$5K ﹤0.01%
+70
25 26
27
28 29