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
1426
$2.55K ﹤0.01%
248
+123
1427
$2.54K ﹤0.01%
238
+35
1428
$2.52K ﹤0.01%
62
1429
$2.51K ﹤0.01%
25
1430
$2.51K ﹤0.01%
29
1431
$2.51K ﹤0.01%
117
+84
1432
$2.51K ﹤0.01%
34
-1
1433
$2.5K ﹤0.01%
46
+10
1434
$2.5K ﹤0.01%
108
1435
$2.5K ﹤0.01%
97
1436
$2.49K ﹤0.01%
15
-2
1437
$2.48K ﹤0.01%
204
+130
1438
$2.48K ﹤0.01%
87
+61
1439
$2.46K ﹤0.01%
167
1440
$2.44K ﹤0.01%
402
1441
$2.43K ﹤0.01%
108
1442
$2.43K ﹤0.01%
+7
1443
$2.43K ﹤0.01%
90
1444
$2.41K ﹤0.01%
58
+42
1445
$2.41K ﹤0.01%
162
-6
1446
$2.41K ﹤0.01%
39
1447
$2.4K ﹤0.01%
24
+12
1448
$2.39K ﹤0.01%
52
-58
1449
$2.37K ﹤0.01%
+7
1450
$2.35K ﹤0.01%
41
+20
56 57
58
59 60