MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
-1.1%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$1.21B
AUM Growth
+$1.51M
(+0.13%)
Cap. Flow
+$20.6M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
30.65%
Holding
1,140
New
215
Increased
246
Reduced
282
Closed
139
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$8.14M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.21M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$3.73M |
| 4 |
Honeywell
HON
|
+$3.26M |
| 5 |
Emerson Electric
EMR
|
+$2.05M |
Top Sells
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$3.81M |
| 2 |
VanEck Long Muni ETF
MLN
|
+$3.26M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$3.22M |
| 4 |
ESRX
Express Scripts Holding Company
ESRX
|
+$2.75M |
| 5 |
GE Aerospace
GE
|
+$2.08M |
Sector Composition
| 1 | Financials | 11.79% |
| 2 | Technology | 10.12% |
| 3 | Industrials | 8.12% |
| 4 | Healthcare | 7.79% |
| 5 | Consumer Discretionary | 7.65% |
