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
1126
$7.12K ﹤0.01%
1,451
+743
1127
$7.09K ﹤0.01%
81
+13
1128
$7.09K ﹤0.01%
431
-6
1129
$7.03K ﹤0.01%
187
+70
1130
$7.02K ﹤0.01%
346
-774
1131
$7K ﹤0.01%
83
+20
1132
$6.99K ﹤0.01%
112
+23
1133
$6.98K ﹤0.01%
347
+191
1134
$6.97K ﹤0.01%
58
-18
1135
$6.96K ﹤0.01%
46
+4
1136
$6.94K ﹤0.01%
204
-274
1137
$6.94K ﹤0.01%
130
1138
$6.93K ﹤0.01%
295
1139
$6.93K ﹤0.01%
105
-50
1140
$6.92K ﹤0.01%
118
1141
$6.91K ﹤0.01%
113
-55
1142
$6.88K ﹤0.01%
65
1143
$6.82K ﹤0.01%
+789
1144
$6.81K ﹤0.01%
65
+60
1145
$6.8K ﹤0.01%
96
+30
1146
$6.79K ﹤0.01%
62
-2
1147
$6.79K ﹤0.01%
24
-23
1148
$6.77K ﹤0.01%
89
-29
1149
$6.77K ﹤0.01%
34
-1
1150
$6.75K ﹤0.01%
91
+4
44 45
46
47 48