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
1351
$3.33K ﹤0.01%
16
1352
$3.31K ﹤0.01%
40
1353
$3.3K ﹤0.01%
15
-14
1354
$3.3K ﹤0.01%
50
+34
1355
$3.3K ﹤0.01%
43
+10
1356
$3.26K ﹤0.01%
152
-115
1357
$3.26K ﹤0.01%
30
+4
1358
$3.25K ﹤0.01%
91
+57
1359
$3.22K ﹤0.01%
45
-11
1360
$3.19K ﹤0.01%
126
+70
1361
$3.15K ﹤0.01%
+237
1362
$3.14K ﹤0.01%
90
-319
1363
$3.13K ﹤0.01%
20
1364
$3.13K ﹤0.01%
18
-56
1365
$3.12K ﹤0.01%
+50
1366
$3.1K ﹤0.01%
34
-9
1367
$3.09K ﹤0.01%
40
-61
1368
$3.08K ﹤0.01%
28
+2
1369
$3.07K ﹤0.01%
188
+2
1370
$3.07K ﹤0.01%
28
1371
$3.05K ﹤0.01%
19
+8
1372
$3.03K ﹤0.01%
86
+28
1373
$3.03K ﹤0.01%
178
1374
$3.02K ﹤0.01%
244
-153
1375
$3.02K ﹤0.01%
35
-63
53 54
55
56 57