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MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.9M
3
+$5.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.43M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.41M

Top Sells

1
+$897K
2
+$788K
3
+$563K
4
F icon
Ford
F
+$231K
5
TKR icon
Timken Company
TKR
+$195K

Sector Composition

1 Financials 11.65%
2 Industrials 10.34%
3 Healthcare 9.16%
4 Technology 8.89%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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894
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