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
976
$11.1K ﹤0.01%
143
-16
977
$11K ﹤0.01%
116
+5
978
$11K ﹤0.01%
566
+143
979
$10.9K ﹤0.01%
598
-23
980
$10.9K ﹤0.01%
251
+13
981
$10.9K ﹤0.01%
164
+2
982
$10.9K ﹤0.01%
84
-50
983
$10.8K ﹤0.01%
917
984
$10.8K ﹤0.01%
177
-23
985
$10.8K ﹤0.01%
219
-114
986
$10.8K ﹤0.01%
141
+18
987
$10.8K ﹤0.01%
330
-249
988
$10.7K ﹤0.01%
115
-25
989
$10.7K ﹤0.01%
100
990
$10.7K ﹤0.01%
495
-306
991
$10.6K ﹤0.01%
98
+2
992
$10.6K ﹤0.01%
162
-79
993
$10.6K ﹤0.01%
153
+32
994
$10.6K ﹤0.01%
249
+153
995
$10.5K ﹤0.01%
84
+3
996
$10.5K ﹤0.01%
209
+11
997
$10.5K ﹤0.01%
190
+15
998
$10.5K ﹤0.01%
231
-9
999
$10.5K ﹤0.01%
280
1000
$10.5K ﹤0.01%
55
38 39
40
41 42