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
676
$2.44K ﹤0.01%
+17
677
$2.33K ﹤0.01%
26
678
$2.29K ﹤0.01%
94
679
$2.2K ﹤0.01%
151
680
$2.17K ﹤0.01%
53
-100
681
$2.14K ﹤0.01%
+40
682
$2.14K ﹤0.01%
40
683
$2.13K ﹤0.01%
+92
684
$2.1K ﹤0.01%
35
-50
685
$2.01K ﹤0.01%
100
686
$2K ﹤0.01%
56
+28
687
$2K ﹤0.01%
+44
688
$1.93K ﹤0.01%
47
689
$1.88K ﹤0.01%
+323
690
$1.85K ﹤0.01%
157
691
$1.8K ﹤0.01%
+18
692
$1.76K ﹤0.01%
123
693
$1.76K ﹤0.01%
+87
694
$1.73K ﹤0.01%
38
-399
695
$1.67K ﹤0.01%
300
696
$1.66K ﹤0.01%
37
-19,070
697
$1.65K ﹤0.01%
36
-49
698
$1.64K ﹤0.01%
40
699
$1.62K ﹤0.01%
+23
700
$1.61K ﹤0.01%
+37
26 27
28
29 30