MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.47M
3
+$2.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M
5
AOS icon
A.O. Smith
AOS
+$2.79M

Top Sells

1
+$3.89M
2
+$3.45M
3
+$3.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
VLO icon
Valero Energy
VLO
+$2.49M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.82%
4 Consumer Discretionary 8.21%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+101
727
$3K ﹤0.01%
32
+14
728
$3K ﹤0.01%
+59
729
$3K ﹤0.01%
+59
730
$3K ﹤0.01%
+8
731
$3K ﹤0.01%
+48
732
$3K ﹤0.01%
78
-158
733
$3K ﹤0.01%
+52
734
$3K ﹤0.01%
81
+38
735
$3K ﹤0.01%
62
736
$3K ﹤0.01%
+7
737
$3K ﹤0.01%
+43
738
$3K ﹤0.01%
+110
739
$3K ﹤0.01%
+73
740
$3K ﹤0.01%
300
741
$3K ﹤0.01%
+25
742
$3K ﹤0.01%
+19
743
$3K ﹤0.01%
+86
744
$3K ﹤0.01%
+6
745
$3K ﹤0.01%
+66
746
$3K ﹤0.01%
+11
747
$3K ﹤0.01%
+157
748
$3K ﹤0.01%
+3
749
$3K ﹤0.01%
+121
750
$3K ﹤0.01%
+130
28 29
30
31 32