MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.47M
3
+$2.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M
5
AOS icon
A.O. Smith
AOS
+$2.79M

Top Sells

1
+$3.89M
2
+$3.45M
3
+$3.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
VLO icon
Valero Energy
VLO
+$2.49M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.82%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
+13
702
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22
-5
703
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+75
704
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+14
705
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706
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707
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55
-5,945
708
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709
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+80
710
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150
-1,100
711
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+34
712
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+23
713
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+82
714
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+27
715
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+31
716
$3K ﹤0.01%
+34
717
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718
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719
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+101
720
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32
+14
721
$3K ﹤0.01%
+59
722
$3K ﹤0.01%
+48
723
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+59
724
$3K ﹤0.01%
+8
725
$3K ﹤0.01%
78
-158
27 28
29
30 31