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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.77M 0.58%
+89,435
52
$4.65M 0.57%
+20,782
53
$4.52M 0.55%
+243,660
54
$4.52M 0.55%
+114,290
55
$4.52M 0.55%
+43,347
56
$4.3M 0.53%
+44,529
57
$4.29M 0.52%
+37,392
58
$4.16M 0.51%
+24,085
59
$3.99M 0.49%
+96,326
60
$3.94M 0.48%
+79,441
61
$3.82M 0.47%
+13,482
62
$3.8M 0.46%
+55,066
63
$3.66M 0.45%
+32,993
64
$3.62M 0.44%
+14,503
65
$3.54M 0.43%
+66,630
66
$3.52M 0.43%
+53,728
67
$3.43M 0.42%
+106,718
68
$3.42M 0.42%
+89,110
69
$3.41M 0.42%
+114,328
70
$3.39M 0.42%
+61,138
71
$3.38M 0.41%
+49,912
72
$3.35M 0.41%
+42,415
73
$3.32M 0.41%
+60,440
74
$3.31M 0.4%
+51,375
75
$3.28M 0.4%
+14,122
1 2
3
4 5