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
1176
$6.14K ﹤0.01%
48
+10
1177
$6.09K ﹤0.01%
268
+33
1178
$6.05K ﹤0.01%
601
+427
1179
$6.01K ﹤0.01%
166
+4
1180
$6K ﹤0.01%
97
1181
$5.96K ﹤0.01%
+63
1182
$5.95K ﹤0.01%
25
-115
1183
$5.95K ﹤0.01%
34
-1
1184
$5.94K ﹤0.01%
215
-67
1185
$5.94K ﹤0.01%
123
-76
1186
$5.93K ﹤0.01%
107
1187
$5.93K ﹤0.01%
119
-71
1188
$5.91K ﹤0.01%
77
+2
1189
$5.89K ﹤0.01%
131
+13
1190
$5.87K ﹤0.01%
85
1191
$5.86K ﹤0.01%
43
+21
1192
$5.84K ﹤0.01%
139
+45
1193
$5.79K ﹤0.01%
59
+10
1194
$5.79K ﹤0.01%
471
+334
1195
$5.75K ﹤0.01%
179
1196
$5.75K ﹤0.01%
156
+68
1197
$5.74K ﹤0.01%
30
+4
1198
$5.73K ﹤0.01%
154
-232
1199
$5.71K ﹤0.01%
70
+21
1200
$5.71K ﹤0.01%
185
46 47
48
49 50