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
1101
$7.86K ﹤0.01%
251
1102
$7.86K ﹤0.01%
104
-7
1103
$7.86K ﹤0.01%
38
+6
1104
$7.84K ﹤0.01%
53
-6
1105
$7.78K ﹤0.01%
149
1106
$7.65K ﹤0.01%
642
+17
1107
$7.63K ﹤0.01%
328
-32
1108
$7.61K ﹤0.01%
62
1109
$7.61K ﹤0.01%
108
1110
$7.57K ﹤0.01%
86
+45
1111
$7.49K ﹤0.01%
154
+13
1112
$7.41K ﹤0.01%
187
+44
1113
$7.37K ﹤0.01%
62
-27
1114
$7.34K ﹤0.01%
129
1115
$7.31K ﹤0.01%
146
-17
1116
$7.3K ﹤0.01%
87
-2
1117
$7.24K ﹤0.01%
341
+261
1118
$7.23K ﹤0.01%
93
+23
1119
$7.22K ﹤0.01%
217
-150
1120
$7.2K ﹤0.01%
151
1121
$7.16K ﹤0.01%
110
1122
$7.16K ﹤0.01%
246
-47
1123
$7.15K ﹤0.01%
330
1124
$7.14K ﹤0.01%
113
1125
$7.13K ﹤0.01%
74
-5
43 44
45
46 47