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
$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
726
$793 ﹤0.01%
+9
727
$764 ﹤0.01%
+13
728
$752 ﹤0.01%
13
729
$722 ﹤0.01%
+13
730
$712 ﹤0.01%
+45
731
$701 ﹤0.01%
+26
732
$694 ﹤0.01%
+64
733
$682 ﹤0.01%
+19
734
$675 ﹤0.01%
+24
735
$638 ﹤0.01%
+72
736
$620 ﹤0.01%
+47
737
$614 ﹤0.01%
+43
738
$609 ﹤0.01%
+51
739
$605 ﹤0.01%
+27
740
$588 ﹤0.01%
5
-125
741
$582 ﹤0.01%
10
-190
742
$576 ﹤0.01%
+29
743
$523 ﹤0.01%
+20
744
$508 ﹤0.01%
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745
$484 ﹤0.01%
+20
746
$465 ﹤0.01%
4
747
$444 ﹤0.01%
+10
748
$420 ﹤0.01%
+10
749
$416 ﹤0.01%
+21
750
$401 ﹤0.01%
+50
28 29
30
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