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
1201
$5.68K ﹤0.01%
68
1202
$5.65K ﹤0.01%
47
+12
1203
$5.65K ﹤0.01%
223
-104
1204
$5.62K ﹤0.01%
841
1205
$5.61K ﹤0.01%
177
+99
1206
$5.57K ﹤0.01%
60
-10
1207
$5.57K ﹤0.01%
344
+53
1208
$5.56K ﹤0.01%
33
-3
1209
$5.56K ﹤0.01%
131
-25
1210
$5.56K ﹤0.01%
46
1211
$5.55K ﹤0.01%
54
-162
1212
$5.55K ﹤0.01%
26
-3
1213
$5.55K ﹤0.01%
49
-26
1214
$5.55K ﹤0.01%
64
+9
1215
$5.55K ﹤0.01%
42
-3
1216
$5.53K ﹤0.01%
386
1217
$5.53K ﹤0.01%
124
-74
1218
$5.47K ﹤0.01%
411
+238
1219
$5.47K ﹤0.01%
102
+95
1220
$5.46K ﹤0.01%
181
+113
1221
$5.42K ﹤0.01%
50
+2
1222
$5.41K ﹤0.01%
195
+173
1223
$5.34K ﹤0.01%
82
-5
1224
$5.32K ﹤0.01%
22
-7
1225
$5.3K ﹤0.01%
199
+94
47 48
49
50 51