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
776
$2K ﹤0.01%
+44
777
$2K ﹤0.01%
723
778
$2K ﹤0.01%
+21
779
$2K ﹤0.01%
+22
780
$2K ﹤0.01%
+115
781
$2K ﹤0.01%
+90
782
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+21
783
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+13
784
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19
-3
785
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+33
786
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19
787
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+19
788
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+5
789
$2K ﹤0.01%
+150
790
$2K ﹤0.01%
+57
791
$2K ﹤0.01%
100
792
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+21
793
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59
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794
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+19
795
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+25
796
$2K ﹤0.01%
+29
797
$2K ﹤0.01%
50
798
$2K ﹤0.01%
+45
799
$2K ﹤0.01%
+67
800
$2K ﹤0.01%
+40
30 31
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