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
$2.98B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$13.7M
3
+$11.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$55.3M
2
+$10.6M
3
+$4.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.31M
5
VZ icon
Verizon
VZ
+$3.22M

Sector Composition

1 Technology 19.75%
2 Financials 9.59%
3 Consumer Discretionary 9.01%
4 Healthcare 8.15%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$32.6K ﹤0.01%
2,696
+13
702
$32.5K ﹤0.01%
1,114
+5
703
$32.5K ﹤0.01%
151
-2
704
$32.5K ﹤0.01%
415
-10
705
$32.4K ﹤0.01%
173
-34
706
$32.2K ﹤0.01%
297
-37
707
$32.1K ﹤0.01%
111
-17
708
$32.1K ﹤0.01%
299
+53
709
$31.7K ﹤0.01%
177
-379
710
$31.5K ﹤0.01%
321
+9
711
$31.3K ﹤0.01%
4,853
+4,745
712
$31.1K ﹤0.01%
+3,076
713
$31K ﹤0.01%
871
+88
714
$31K ﹤0.01%
100
715
$30.8K ﹤0.01%
833
+14
716
$30.7K ﹤0.01%
394
717
$30.6K ﹤0.01%
103
+12
718
$30.6K ﹤0.01%
303
-34
719
$30.5K ﹤0.01%
850
-1,124
720
$30.2K ﹤0.01%
511
-49
721
$30.1K ﹤0.01%
172
+44
722
$29.9K ﹤0.01%
253
+19
723
$29.7K ﹤0.01%
761
+520
724
$29.7K ﹤0.01%
84
+7
725
$29.6K ﹤0.01%
265
+37
27 28
29
30 31