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
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.84M
3
+$3.09M
4
ROP icon
Roper Technologies
ROP
+$3.02M
5
AOS icon
A.O. Smith
AOS
+$2.78M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.02M
4
VLO icon
Valero Energy
VLO
+$2.87M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.56M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.85%
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%
+48
727
$3K ﹤0.01%
78
-158
728
$3K ﹤0.01%
+52
729
$3K ﹤0.01%
81
+38
730
$3K ﹤0.01%
62
731
$3K ﹤0.01%
+7
732
$3K ﹤0.01%
+43
733
$3K ﹤0.01%
+110
734
$3K ﹤0.01%
+73
735
$3K ﹤0.01%
300
736
$3K ﹤0.01%
+90
737
$3K ﹤0.01%
+25
738
$3K ﹤0.01%
+19
739
$3K ﹤0.01%
+86
740
$3K ﹤0.01%
+6
741
$3K ﹤0.01%
+66
742
$3K ﹤0.01%
+11
743
$3K ﹤0.01%
+157
744
$3K ﹤0.01%
+3
745
$3K ﹤0.01%
+121
746
$3K ﹤0.01%
+126
747
$3K ﹤0.01%
+53
748
$3K ﹤0.01%
+42
749
$3K ﹤0.01%
128
750
$3K ﹤0.01%
+248
28 29
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