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
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2M
3
+$1.71M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.48M
5
ROP icon
Roper Technologies
ROP
+$1.02M

Top Sells

1
+$2.39M
2
+$1.71M
3
+$854K
4
AIG icon
American International
AIG
+$780K
5
CSCO icon
Cisco
CSCO
+$626K

Sector Composition

1 Financials 12.44%
2 Industrials 11.03%
3 Healthcare 10.03%
4 Technology 9.79%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.11K ﹤0.01%
+73
727
$1.09K ﹤0.01%
+35
728
$1.08K ﹤0.01%
67
729
$1.07K ﹤0.01%
+50
730
$1.06K ﹤0.01%
+5
731
$1.06K ﹤0.01%
+73
732
$1.06K ﹤0.01%
+28
733
$1.05K ﹤0.01%
+33
734
$1.05K ﹤0.01%
44
735
$1.02K ﹤0.01%
+100
736
$1.02K ﹤0.01%
+40
737
$1.01K ﹤0.01%
+39
738
$1K ﹤0.01%
+42
739
$993 ﹤0.01%
+22
740
$990 ﹤0.01%
61
741
$951 ﹤0.01%
10
-27
742
$940 ﹤0.01%
56
743
$937 ﹤0.01%
+20
744
$930 ﹤0.01%
25
745
$928 ﹤0.01%
20
746
$902 ﹤0.01%
10
747
$882 ﹤0.01%
+103
748
$854 ﹤0.01%
100
749
$833 ﹤0.01%
+700
750
$823 ﹤0.01%
+24
28 29
30
31 32