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
701
$1.11K ﹤0.01%
+73
702
$1.09K ﹤0.01%
+35
703
$1.08K ﹤0.01%
+67
704
$1.07K ﹤0.01%
+50
705
$1.06K ﹤0.01%
+5
706
$1.06K ﹤0.01%
+73
707
$1.06K ﹤0.01%
+28
708
$1.05K ﹤0.01%
+33
709
$1.05K ﹤0.01%
44
710
$1.02K ﹤0.01%
+100
711
$1.02K ﹤0.01%
+40
712
$1K ﹤0.01%
+39
713
$1K ﹤0.01%
+42
714
$993 ﹤0.01%
+22
715
$989 ﹤0.01%
61
716
$950 ﹤0.01%
10
+6
717
$940 ﹤0.01%
+56
718
$936 ﹤0.01%
+20
719
$930 ﹤0.01%
25
720
$927 ﹤0.01%
20
721
$882 ﹤0.01%
+103
722
$854 ﹤0.01%
+100
723
$833 ﹤0.01%
+700
724
$823 ﹤0.01%
+24
725
$823 ﹤0.01%
24
-86
27 28
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30 31