MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.33%
13,453
+10,704
77
$1.64M 0.33%
24,618
-2,384
78
$1.61M 0.32%
+19,728
79
$1.6M 0.32%
37,989
+11,395
80
$1.58M 0.31%
+38,755
81
$1.58M 0.31%
4,763
+835
82
$1.49M 0.3%
32,942
+32,914
83
$1.48M 0.3%
55,772
+2,925
84
$1.48M 0.29%
29,625
+23,361
85
$1.45M 0.29%
18,344
+641
86
$1.43M 0.28%
88,920
+82,320
87
$1.43M 0.28%
52,100
+3,100
88
$1.43M 0.28%
+36,911
89
$1.42M 0.28%
47,527
+4,905
90
$1.42M 0.28%
+12,930
91
$1.42M 0.28%
60,150
+10,656
92
$1.39M 0.28%
7,643
+5,745
93
$1.34M 0.27%
52,593
+34,275
94
$1.33M 0.27%
45,569
+44,272
95
$1.33M 0.26%
27,786
+27,673
96
$1.32M 0.26%
13,928
+12,866
97
$1.31M 0.26%
20,874
+17,292
98
$1.31M 0.26%
37,779
+627
99
$1.3M 0.26%
32,073
+30,877
100
$1.29M 0.26%
+13,783
2 3
4
5 6