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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.65K ﹤0.01%
36
-29
677
$1.64K ﹤0.01%
40
678
$1.62K ﹤0.01%
+23
679
$1.61K ﹤0.01%
+37
680
$1.55K ﹤0.01%
+59
681
$1.52K ﹤0.01%
+64
682
$1.48K ﹤0.01%
+9
683
$1.46K ﹤0.01%
+54
684
$1.45K ﹤0.01%
+16
685
$1.45K ﹤0.01%
+100
686
$1.42K ﹤0.01%
+33
687
$1.42K ﹤0.01%
+19
688
$1.41K ﹤0.01%
+95
689
$1.39K ﹤0.01%
+94
690
$1.38K ﹤0.01%
+60
691
$1.31K ﹤0.01%
+19
692
$1.31K ﹤0.01%
24
693
$1.27K ﹤0.01%
+63
694
$1.21K ﹤0.01%
+20
695
$1.21K ﹤0.01%
10
696
$1.21K ﹤0.01%
+15
697
$1.21K ﹤0.01%
+46
698
$1.13K ﹤0.01%
+17
699
$1.11K ﹤0.01%
+108
700
$1.11K ﹤0.01%
+50
26 27
28
29 30