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
801
$2K ﹤0.01%
+72
802
$2K ﹤0.01%
+31
803
$2K ﹤0.01%
+159
804
$2K ﹤0.01%
40
805
$2K ﹤0.01%
+53
806
$2K ﹤0.01%
+25
807
$2K ﹤0.01%
+12
808
$2K ﹤0.01%
18
809
$2K ﹤0.01%
42
+24
810
$2K ﹤0.01%
8,700
811
$1K ﹤0.01%
8
-14
812
$1K ﹤0.01%
+14
813
$1K ﹤0.01%
+24
814
$1K ﹤0.01%
+11
815
$1K ﹤0.01%
7
-25
816
$1K ﹤0.01%
30
-1
817
$1K ﹤0.01%
+5
818
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+36
819
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+5
820
$1K ﹤0.01%
50
-15
821
$1K ﹤0.01%
+58
822
$1K ﹤0.01%
+6
823
$1K ﹤0.01%
+5
824
$1K ﹤0.01%
15
825
$1K ﹤0.01%
5
-28
31 32
33
34 35