MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
51
$2.5M 0.5%
7,602
+1,125
52
$2.48M 0.49%
+30,979
53
$2.41M 0.48%
240,705
+191,565
54
$2.39M 0.48%
13,024
+12,789
55
$2.37M 0.47%
25,804
+2,822
56
$2.34M 0.47%
19,782
+1,001
57
$2.31M 0.46%
28,983
+28,519
58
$2.29M 0.46%
39,722
+28,515
59
$2.27M 0.45%
95,366
+13,235
60
$2.21M 0.44%
93,558
+15,830
61
$2.19M 0.43%
45,559
+45,209
62
$2.16M 0.43%
15,371
+15,118
63
$2.15M 0.43%
76,755
+23,587
64
$2.15M 0.43%
40,116
+38,010
65
$2.11M 0.42%
16,604
-235
66
$2.09M 0.42%
23,896
+5,449
67
$2.06M 0.41%
25,776
+1,725
68
$2.06M 0.41%
+116,638
69
$2.03M 0.4%
80,627
+42,544
70
$2M 0.4%
22,522
+19,290
71
$1.95M 0.39%
35,692
+35,512
72
$1.87M 0.37%
32,974
+14,032
73
$1.74M 0.35%
22,807
+1,146
74
$1.73M 0.34%
20,717
+2,956
75
$1.68M 0.33%
23,828
+1,358
1 2
3
4 5