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
951
$12.2K ﹤0.01%
271
+37
952
$12.1K ﹤0.01%
315
-158
953
$12K ﹤0.01%
138
+6
954
$12K ﹤0.01%
+2,000
955
$11.9K ﹤0.01%
1,427
956
$11.9K ﹤0.01%
489
+71
957
$11.9K ﹤0.01%
115
+22
958
$11.8K ﹤0.01%
188
-181
959
$11.7K ﹤0.01%
418
+312
960
$11.7K ﹤0.01%
330
-34
961
$11.7K ﹤0.01%
153
-4
962
$11.6K ﹤0.01%
76
+12
963
$11.6K ﹤0.01%
416
+80
964
$11.6K ﹤0.01%
157
+5
965
$11.6K ﹤0.01%
38
+11
966
$11.6K ﹤0.01%
347
+166
967
$11.5K ﹤0.01%
77
-60
968
$11.4K ﹤0.01%
179
-139
969
$11.4K ﹤0.01%
338
970
$11.4K ﹤0.01%
261
-45
971
$11.3K ﹤0.01%
656
+20
972
$11.2K ﹤0.01%
534
-21
973
$11.2K ﹤0.01%
109
-46
974
$11.2K ﹤0.01%
76
-118
975
$11.1K ﹤0.01%
475
+345
37 38
39
40 41