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
776
$509 ﹤0.01%
20
-6
777
$504 ﹤0.01%
+3
778
$484 ﹤0.01%
20
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779
$444 ﹤0.01%
10
-3
780
$420 ﹤0.01%
10
781
$416 ﹤0.01%
21
782
$401 ﹤0.01%
50
783
$371 ﹤0.01%
1,000
784
$335 ﹤0.01%
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-5
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$317 ﹤0.01%
10
786
$308 ﹤0.01%
60
787
$282 ﹤0.01%
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789
$239 ﹤0.01%
28
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$228 ﹤0.01%
75
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$222 ﹤0.01%
5
-2
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15
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794
$195 ﹤0.01%
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795
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-6
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$129 ﹤0.01%
+2
797
$128 ﹤0.01%
42
-136
798
$117 ﹤0.01%
53
-15
799
$117 ﹤0.01%
32
800
$99 ﹤0.01%
6
-21
30 31
32
33 34