MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.25%
13,833
+11,041
102
$1.23M 0.24%
35,907
+35,530
103
$1.23M 0.24%
44,975
+2,700
104
$1.2M 0.24%
12,759
-492
105
$1.2M 0.24%
11,761
+3,216
106
$1.19M 0.24%
50,804
+10,144
107
$1.19M 0.24%
12,018
+2,306
108
$1.18M 0.23%
40,213
-1,650
109
$1.18M 0.23%
5,958
+1,207
110
$1.18M 0.23%
38,350
+570
111
$1.17M 0.23%
4,939
+402
112
$1.16M 0.23%
10,582
+10,402
113
$1.12M 0.22%
+6,806
114
$1.1M 0.22%
+9,951
115
$1.09M 0.22%
17,405
+17,311
116
$1.09M 0.22%
28,802
+1,926
117
$1.08M 0.21%
29,750
+1,109
118
$1.06M 0.21%
+32,830
119
$1.05M 0.21%
40,625
+1,200
120
$1.03M 0.2%
40,625
+2,875
121
$1.02M 0.2%
12,657
+12,628
122
$1.02M 0.2%
+6,940
123
$978K 0.19%
+25,303
124
$967K 0.19%
10,675
+327
125
$957K 0.19%
32,874
+28,630
3 4
5
6 7