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
1326
$3.63K ﹤0.01%
22
-36
1327
$3.59K ﹤0.01%
181
-217
1328
$3.57K ﹤0.01%
156
+63
1329
$3.56K ﹤0.01%
140
1330
$3.54K ﹤0.01%
88
1331
$3.54K ﹤0.01%
35
1332
$3.54K ﹤0.01%
210
-86
1333
$3.53K ﹤0.01%
35
-6
1334
$3.51K ﹤0.01%
23
+5
1335
$3.5K ﹤0.01%
44
+7
1336
$3.47K ﹤0.01%
39
1337
$3.46K ﹤0.01%
369
+141
1338
$3.46K ﹤0.01%
42
1339
$3.46K ﹤0.01%
80
+50
1340
$3.46K ﹤0.01%
111
-4
1341
$3.46K ﹤0.01%
135
1342
$3.43K ﹤0.01%
55
1343
$3.42K ﹤0.01%
16
+9
1344
$3.39K ﹤0.01%
67
1345
$3.38K ﹤0.01%
+256
1346
$3.36K ﹤0.01%
37
+25
1347
$3.36K ﹤0.01%
309
+27
1348
$3.34K ﹤0.01%
173
+77
1349
$3.34K ﹤0.01%
44
-2
1350
$3.33K ﹤0.01%
168
-104
52 53
54
55 56