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
851
$17.4K ﹤0.01%
86
-101
852
$17.3K ﹤0.01%
187
-99
853
$17.3K ﹤0.01%
257
-64
854
$17.2K ﹤0.01%
85
-7
855
$17.1K ﹤0.01%
89
+2
856
$17.1K ﹤0.01%
53
+24
857
$17.1K ﹤0.01%
279
+18
858
$17.1K ﹤0.01%
206
+17
859
$17K ﹤0.01%
412
-72
860
$17K ﹤0.01%
241
+112
861
$17K ﹤0.01%
272
-57
862
$16.9K ﹤0.01%
98
+2
863
$16.9K ﹤0.01%
94
+33
864
$16.8K ﹤0.01%
390
+221
865
$16.1K ﹤0.01%
270
866
$16K ﹤0.01%
282
-5
867
$15.8K ﹤0.01%
485
-36
868
$15.8K ﹤0.01%
130
+33
869
$15.7K ﹤0.01%
234
-6
870
$15.6K ﹤0.01%
194
+27
871
$15.5K ﹤0.01%
134
-153
872
$15.5K ﹤0.01%
283
+105
873
$15.5K ﹤0.01%
192
-165
874
$15.4K ﹤0.01%
+500
875
$15.4K ﹤0.01%
744
-336
33 34
35
36 37