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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4K ﹤0.01%
+47
677
$4K ﹤0.01%
196
678
$4K ﹤0.01%
80
-4,167
679
$4K ﹤0.01%
579
680
$4K ﹤0.01%
434
681
$3K ﹤0.01%
115
682
$3K ﹤0.01%
16
683
$3K ﹤0.01%
78
684
$3K ﹤0.01%
7
685
$3K ﹤0.01%
62
686
$3K ﹤0.01%
84
687
$3K ﹤0.01%
22
688
$3K ﹤0.01%
86
689
$3K ﹤0.01%
24
690
$3K ﹤0.01%
17
691
$3K ﹤0.01%
87
692
$3K ﹤0.01%
7
693
$3K ﹤0.01%
115
694
$3K ﹤0.01%
128
-3,402
695
$3K ﹤0.01%
250
696
$3K ﹤0.01%
284
697
$3K ﹤0.01%
150
698
$3K ﹤0.01%
40
699
$3K ﹤0.01%
17
700
$3K ﹤0.01%
86
26 27
28
29 30