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
1451
$2.34K ﹤0.01%
18
+5
1452
$2.33K ﹤0.01%
29
1453
$2.32K ﹤0.01%
29
+5
1454
$2.32K ﹤0.01%
4
+2
1455
$2.32K ﹤0.01%
43
-13
1456
$2.3K ﹤0.01%
88
-427
1457
$2.3K ﹤0.01%
+42
1458
$2.26K ﹤0.01%
37
+10
1459
$2.26K ﹤0.01%
106
+18
1460
$2.25K ﹤0.01%
+104
1461
$2.25K ﹤0.01%
+62
1462
$2.24K ﹤0.01%
159
+113
1463
$2.23K ﹤0.01%
45
1464
$2.23K ﹤0.01%
224
-3
1465
$2.23K ﹤0.01%
23
-12
1466
$2.22K ﹤0.01%
22
+1
1467
$2.22K ﹤0.01%
75
1468
$2.22K ﹤0.01%
+151
1469
$2.21K ﹤0.01%
95
1470
$2.19K ﹤0.01%
74
+68
1471
$2.19K ﹤0.01%
+71
1472
$2.17K ﹤0.01%
15
1473
$2.16K ﹤0.01%
+273
1474
$2.15K ﹤0.01%
+22
1475
$2.14K ﹤0.01%
+50
57 58
59
60 61