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
$2.98B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$13.7M
3
+$11.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$55.3M
2
+$10.6M
3
+$4.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.31M
5
VZ icon
Verizon
VZ
+$3.22M

Sector Composition

1 Technology 19.75%
2 Financials 9.59%
3 Consumer Discretionary 9.01%
4 Healthcare 8.15%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$23.7K ﹤0.01%
1,093
777
$23.7K ﹤0.01%
343
-89
778
$23.6K ﹤0.01%
1,875
+1,187
779
$23.4K ﹤0.01%
114
-14
780
$23.3K ﹤0.01%
768
-587
781
$23.1K ﹤0.01%
535
+148
782
$23K ﹤0.01%
130
783
$22.9K ﹤0.01%
10,000
784
$22.9K ﹤0.01%
662
+52
785
$22.8K ﹤0.01%
1,118
+19
786
$22.8K ﹤0.01%
1,201
+157
787
$22.7K ﹤0.01%
83
-101
788
$22.4K ﹤0.01%
419
+6
789
$22.4K ﹤0.01%
778
+482
790
$22.4K ﹤0.01%
105
+5
791
$22K ﹤0.01%
599
+317
792
$22K ﹤0.01%
254
-115
793
$21.8K ﹤0.01%
178
+78
794
$21.7K ﹤0.01%
391
+9
795
$21.7K ﹤0.01%
1,114
+69
796
$21.6K ﹤0.01%
328
-15
797
$21.6K ﹤0.01%
300
-99
798
$21.5K ﹤0.01%
1,394
+17
799
$21.5K ﹤0.01%
176
-12
800
$21.5K ﹤0.01%
1,265
+114
30 31
32
33 34