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
1401
$2.8K ﹤0.01%
95
-189
1402
$2.77K ﹤0.01%
48
1403
$2.76K ﹤0.01%
82
+28
1404
$2.74K ﹤0.01%
+319
1405
$2.73K ﹤0.01%
+52
1406
$2.72K ﹤0.01%
119
-109
1407
$2.69K ﹤0.01%
96
+14
1408
$2.69K ﹤0.01%
40
1409
$2.67K ﹤0.01%
+126
1410
$2.66K ﹤0.01%
100
-163
1411
$2.66K ﹤0.01%
61
+3
1412
$2.66K ﹤0.01%
99
-33
1413
$2.65K ﹤0.01%
45
1414
$2.64K ﹤0.01%
+92
1415
$2.63K ﹤0.01%
33
+13
1416
$2.63K ﹤0.01%
60
-12
1417
$2.63K ﹤0.01%
55
-123
1418
$2.63K ﹤0.01%
29
1419
$2.62K ﹤0.01%
98
-198
1420
$2.61K ﹤0.01%
102
1421
$2.59K ﹤0.01%
35
-4
1422
$2.56K ﹤0.01%
29
+4
1423
$2.56K ﹤0.01%
26
-25
1424
$2.55K ﹤0.01%
43
1425
$2.55K ﹤0.01%
126
-197
55 56
57
58 59