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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.33M 0.29%
+220,750
102
$2.32M 0.28%
+46,577
103
$2.31M 0.28%
+58,539
104
$2.3M 0.28%
+29,297
105
$2.28M 0.28%
+23,885
106
$2.26M 0.28%
+30,852
107
$2.21M 0.27%
+45,990
108
$2.19M 0.27%
+9,421
109
$2.16M 0.26%
+14,892
110
$2.15M 0.26%
+61,840
111
$2.08M 0.25%
+17,958
112
$2.02M 0.25%
+41,329
113
$1.99M 0.24%
+86,289
114
$1.98M 0.24%
+44,308
115
$1.96M 0.24%
+63,907
116
$1.9M 0.23%
+38,669
117
$1.83M 0.22%
+61,605
118
$1.81M 0.22%
+29,150
119
$1.79M 0.22%
+27,526
120
$1.75M 0.21%
+42,549
121
$1.75M 0.21%
+28,044
122
$1.73M 0.21%
+11,835
123
$1.71M 0.21%
+17,402
124
$1.7M 0.21%
+29,066
125
$1.68M 0.21%
+14,958
3 4
5
6 7