MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
751
$3K ﹤0.01%
+40
752
$3K ﹤0.01%
+31
753
$3K ﹤0.01%
+68
754
$3K ﹤0.01%
+109
755
$3K ﹤0.01%
+84
756
$3K ﹤0.01%
+15
757
$3K ﹤0.01%
28
-62
758
$3K ﹤0.01%
12
-22
759
$3K ﹤0.01%
+220
760
$3K ﹤0.01%
+246
761
$3K ﹤0.01%
+55
762
$3K ﹤0.01%
+32
763
$3K ﹤0.01%
+33
764
$3K ﹤0.01%
+33
765
$2K ﹤0.01%
+16
766
$2K ﹤0.01%
+2
767
$2K ﹤0.01%
+39
768
$2K ﹤0.01%
100
769
$2K ﹤0.01%
+16
770
$2K ﹤0.01%
+66
771
$2K ﹤0.01%
+60
772
$2K ﹤0.01%
+20
773
$2K ﹤0.01%
72
-417
774
$2K ﹤0.01%
+44
775
$2K ﹤0.01%
723
29 30
31
32 33