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
1226
$5.29K ﹤0.01%
+1,000
1227
$5.28K ﹤0.01%
112
1228
$5.24K ﹤0.01%
23
-27
1229
$5.18K ﹤0.01%
77
-11
1230
$5.14K ﹤0.01%
29
-1
1231
$5.14K ﹤0.01%
200
1232
$5.14K ﹤0.01%
63
1233
$5.13K ﹤0.01%
78
-12
1234
$5.07K ﹤0.01%
83
+27
1235
$5.02K ﹤0.01%
21
-26
1236
$5.01K ﹤0.01%
46
-18
1237
$5.01K ﹤0.01%
95
1238
$5.01K ﹤0.01%
96
-26
1239
$5K ﹤0.01%
120
1240
$4.99K ﹤0.01%
30
-13
1241
$4.99K ﹤0.01%
50
+28
1242
$4.96K ﹤0.01%
107
-8
1243
$4.96K ﹤0.01%
27
-10
1244
$4.94K ﹤0.01%
426
1245
$4.93K ﹤0.01%
134
+54
1246
$4.92K ﹤0.01%
50
+3
1247
$4.89K ﹤0.01%
151
+72
1248
$4.86K ﹤0.01%
118
-190
1249
$4.84K ﹤0.01%
+363
1250
$4.82K ﹤0.01%
123
-14
48 49
50
51 52