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
51
$6.96M 0.48%
69,010
-16,918
52
$6.96M 0.48%
71,462
+2,505
53
$6.88M 0.48%
83,650
+2,510
54
$6.73M 0.47%
74,143
+2,566
55
$6.58M 0.46%
120,846
+12,571
56
$6.49M 0.45%
43,230
-4,236
57
$6.34M 0.44%
43,706
-718
58
$6.3M 0.44%
123,112
-6,728
59
$6.2M 0.43%
68,051
-2,860
60
$6.19M 0.43%
33,233
+2,426
61
$6.15M 0.43%
244,478
-15,665
62
$6.08M 0.42%
115,937
+1,559
63
$6.03M 0.42%
30,641
+5,080
64
$5.99M 0.41%
52,371
-1,231
65
$5.97M 0.41%
66,415
-952
66
$5.87M 0.41%
67,639
-2,321
67
$5.78M 0.4%
75,429
+351
68
$5.68M 0.39%
15,498
-577
69
$5.56M 0.38%
117,465
+26,294
70
$5.45M 0.38%
48,976
+3,640
71
$5.36M 0.37%
98,266
+67,439
72
$5.3M 0.37%
76,878
+1,046
73
$5.09M 0.35%
34,076
-2,758
74
$5.05M 0.35%
61,666
-1,417
75
$5.03M 0.35%
97,752
+15,817
1 2
3
4 5