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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.27M 0.4%
+53,719
77
$3.24M 0.4%
+45,232
78
$3.21M 0.39%
+64,000
79
$3.07M 0.38%
+25,617
80
$3.02M 0.37%
+43,914
81
$3.01M 0.37%
+50,782
82
$2.97M 0.36%
+25,374
83
$2.93M 0.36%
+31,975
84
$2.92M 0.36%
+101,890
85
$2.85M 0.35%
+39,490
86
$2.8M 0.34%
+47,070
87
$2.78M 0.34%
+19,776
88
$2.77M 0.34%
+38,935
89
$2.77M 0.34%
+36,158
90
$2.7M 0.33%
+38,053
91
$2.67M 0.33%
+38,770
92
$2.62M 0.32%
+24,824
93
$2.61M 0.32%
+14,235
94
$2.59M 0.32%
+34,983
95
$2.55M 0.31%
+89,295
96
$2.5M 0.31%
+10,425
97
$2.48M 0.3%
+83,570
98
$2.41M 0.29%
+15,183
99
$2.39M 0.29%
+10,781
100
$2.37M 0.29%
+43,018
2 3
4
5 6