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
1376
$3K ﹤0.01%
278
-246
1377
$3K ﹤0.01%
39
-10
1378
$3K ﹤0.01%
140
+52
1379
$2.99K ﹤0.01%
14
-13
1380
$2.98K ﹤0.01%
71
-14
1381
$2.97K ﹤0.01%
97
1382
$2.97K ﹤0.01%
131
-76
1383
$2.96K ﹤0.01%
117
+37
1384
$2.96K ﹤0.01%
306
1385
$2.93K ﹤0.01%
36
-70
1386
$2.93K ﹤0.01%
130
-208
1387
$2.91K ﹤0.01%
137
+73
1388
$2.91K ﹤0.01%
+33
1389
$2.91K ﹤0.01%
70
-75
1390
$2.9K ﹤0.01%
+208
1391
$2.89K ﹤0.01%
34
1392
$2.88K ﹤0.01%
125
1393
$2.86K ﹤0.01%
196
-31
1394
$2.85K ﹤0.01%
74
1395
$2.85K ﹤0.01%
20
1396
$2.85K ﹤0.01%
9
-5
1397
$2.84K ﹤0.01%
127
1398
$2.84K ﹤0.01%
17
+14
1399
$2.82K ﹤0.01%
+121
1400
$2.81K ﹤0.01%
198
+53
54 55
56
57 58