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
1251
$4.79K ﹤0.01%
91
-121
1252
$4.79K ﹤0.01%
362
+6
1253
$4.78K ﹤0.01%
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1254
$4.76K ﹤0.01%
35
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$4.73K ﹤0.01%
372
-461
1256
$4.7K ﹤0.01%
145
1257
$4.67K ﹤0.01%
88
+18
1258
$4.66K ﹤0.01%
36
1259
$4.63K ﹤0.01%
123
-63
1260
$4.63K ﹤0.01%
274
-49
1261
$4.63K ﹤0.01%
73
-4
1262
$4.62K ﹤0.01%
224
-316
1263
$4.58K ﹤0.01%
115
-68
1264
$4.58K ﹤0.01%
42
-52
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$4.55K ﹤0.01%
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1266
$4.53K ﹤0.01%
218
-60
1267
$4.49K ﹤0.01%
37
-59
1268
$4.49K ﹤0.01%
+143
1269
$4.48K ﹤0.01%
21
-30
1270
$4.48K ﹤0.01%
36
-2
1271
$4.4K ﹤0.01%
189
1272
$4.39K ﹤0.01%
27
+4
1273
$4.36K ﹤0.01%
317
-153
1274
$4.33K ﹤0.01%
39
+30
1275
$4.32K ﹤0.01%
57
-24
49 50
51
52 53