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
1276
$4.3K ﹤0.01%
+125
1277
$4.3K ﹤0.01%
21
-1
1278
$4.28K ﹤0.01%
13
+9
1279
$4.28K ﹤0.01%
166
-29
1280
$4.28K ﹤0.01%
108
1281
$4.22K ﹤0.01%
283
-154
1282
$4.21K ﹤0.01%
36
+10
1283
$4.17K ﹤0.01%
+420
1284
$4.16K ﹤0.01%
19
1285
$4.12K ﹤0.01%
166
-122
1286
$4.12K ﹤0.01%
245
+67
1287
$4.1K ﹤0.01%
249
-39
1288
$4.08K ﹤0.01%
82
-64
1289
$4.05K ﹤0.01%
42
+13
1290
$4.05K ﹤0.01%
46
-4
1291
$4.04K ﹤0.01%
176
-240
1292
$4.01K ﹤0.01%
409
1293
$4K ﹤0.01%
21
-31
1294
$3.96K ﹤0.01%
26
1295
$3.96K ﹤0.01%
209
+19
1296
$3.95K ﹤0.01%
684
-275
1297
$3.91K ﹤0.01%
129
-1,112
1298
$3.89K ﹤0.01%
52
-78
1299
$3.89K ﹤0.01%
167
+70
1300
$3.87K ﹤0.01%
111
-30
50 51
52
53 54