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
826
$19.1K ﹤0.01%
175
+97
827
$19.1K ﹤0.01%
1,392
-97
828
$19.1K ﹤0.01%
232
-59
829
$19K ﹤0.01%
127
+34
830
$19K ﹤0.01%
1,141
-136
831
$18.9K ﹤0.01%
156
+7
832
$18.9K ﹤0.01%
259
+146
833
$18.9K ﹤0.01%
308
+50
834
$18.8K ﹤0.01%
262
-18
835
$18.8K ﹤0.01%
660
+160
836
$18.7K ﹤0.01%
176
+20
837
$18.6K ﹤0.01%
138
+37
838
$18.5K ﹤0.01%
67
+11
839
$18.4K ﹤0.01%
1,356
+296
840
$18.3K ﹤0.01%
282
+137
841
$18.3K ﹤0.01%
373
-5
842
$18K ﹤0.01%
217
-497
843
$18K ﹤0.01%
+180
844
$18K ﹤0.01%
280
-1,628
845
$17.9K ﹤0.01%
+3,531
846
$17.7K ﹤0.01%
735
+328
847
$17.7K ﹤0.01%
357
-1,208
848
$17.6K ﹤0.01%
348
849
$17.5K ﹤0.01%
341
-1,862
850
$17.4K ﹤0.01%
3,481
-726
32 33
34
35 36