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
676
$626 ﹤0.01%
45
677
$611 ﹤0.01%
21
678
$559 ﹤0.01%
13
+3
679
$550 ﹤0.01%
+6
680
$506 ﹤0.01%
20
681
$484 ﹤0.01%
+27
682
$434 ﹤0.01%
21
+5
683
$423 ﹤0.01%
+24
684
– –
0
685
$398 ﹤0.01%
50
686
$376 ﹤0.01%
10
687
$351 ﹤0.01%
+11
688
$350 ﹤0.01%
+1,000
689
$333 ﹤0.01%
10
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$318 ﹤0.01%
7
+2
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$316 ﹤0.01%
75
692
$304 ﹤0.01%
60
693
$302 ﹤0.01%
15
694
$291 ﹤0.01%
12
-17
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$282 ﹤0.01%
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28
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$189 ﹤0.01%
18
698
$154 ﹤0.01%
68
+15
699
$118 ﹤0.01%
25
700
$104 ﹤0.01%
+8
26 27
28
29 30