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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
$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
926
– –
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927
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-2,879
928
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-820
929
$0 ﹤0.01%
+11
930
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931
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-244
932
$0 ﹤0.01%
+10
933
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934
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-1,000
936
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937
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938
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939
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940
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941
$0 ﹤0.01%
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942
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943
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944
$0 ﹤0.01%
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945
$0 ﹤0.01%
4
946
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947
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$0 ﹤0.01%
2
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12
950
$0 ﹤0.01%
+5
36 37
38
39 40