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
701
$1.55K ﹤0.01%
+59
702
$1.52K ﹤0.01%
64
-14
703
$1.48K ﹤0.01%
+9
704
$1.46K ﹤0.01%
+54
705
$1.45K ﹤0.01%
+16
706
$1.45K ﹤0.01%
100
707
$1.43K ﹤0.01%
+33
708
$1.42K ﹤0.01%
+19
709
$1.39K ﹤0.01%
+94
710
$1.39K ﹤0.01%
+60
711
$1.38K ﹤0.01%
+28
712
$1.34K ﹤0.01%
+215
713
$1.31K ﹤0.01%
+19
714
$1.31K ﹤0.01%
24
715
$1.27K ﹤0.01%
+63
716
$1.21K ﹤0.01%
+20
717
$1.21K ﹤0.01%
+15
718
$1.21K ﹤0.01%
+46
719
$1.19K ﹤0.01%
+54
720
$1.18K ﹤0.01%
+9
721
$1.17K ﹤0.01%
55
722
$1.13K ﹤0.01%
+17
723
$1.13K ﹤0.01%
31
724
$1.11K ﹤0.01%
+108
725
$1.11K ﹤0.01%
+50
27 28
29
30 31