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
701
$3K ﹤0.01%
114
702
$2K ﹤0.01%
81
703
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83
704
$2K ﹤0.01%
300
705
$2K ﹤0.01%
126
706
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39
707
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137
708
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275
709
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100
710
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28
-333
711
$2K ﹤0.01%
100
712
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49
713
$2K ﹤0.01%
66
714
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18
715
$2K ﹤0.01%
410
716
$2K ﹤0.01%
565
717
$2K ﹤0.01%
8,700
718
$1K ﹤0.01%
36
719
$1K ﹤0.01%
18
720
$1K ﹤0.01%
15
721
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4
722
$1K ﹤0.01%
29
723
$1K ﹤0.01%
20
724
$1K ﹤0.01%
20
725
$1K ﹤0.01%
76
-1,879
27 28
29
30 31