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
$1.95B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.84M
3
+$3.09M
4
ROP icon
Roper Technologies
ROP
+$3.02M
5
AOS icon
A.O. Smith
AOS
+$2.78M

Top Sells

1
+$4.14M
2
+$3.76M
3
+$3.02M
4
VLO icon
Valero Energy
VLO
+$2.87M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.56M

Sector Composition

1 Technology 15.61%
2 Financials 10.05%
3 Healthcare 8.85%
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%
+4
802
$2K ﹤0.01%
200
803
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+72
804
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+31
805
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+106
806
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40
807
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+53
808
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809
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810
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18
811
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42
+24
812
$2K ﹤0.01%
8,700
813
$1K ﹤0.01%
+30
814
$1K ﹤0.01%
+22
815
$1K ﹤0.01%
+10
816
$1K ﹤0.01%
+6
817
$1K ﹤0.01%
+8
818
$1K ﹤0.01%
311
819
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+40
820
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+43
821
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27
+17
822
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+6
823
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8
-14
824
$1K ﹤0.01%
+14
825
$1K ﹤0.01%
+24
31 32
33
34 35