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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$943K 0.19%
35,975
+3,850
127
$925K 0.18%
4,171
+853
128
$921K 0.18%
26,882
+5,498
129
$913K 0.18%
18,275
-275
130
$907K 0.18%
13,127
+2,149
131
$889K 0.18%
27,181
+6,023
132
$884K 0.18%
+6,852
133
$834K 0.17%
32,550
+5,875
134
$819K 0.16%
31,975
-2,775
135
$814K 0.16%
20,729
+7,288
136
$812K 0.16%
+15,516
137
$809K 0.16%
+18,445
138
$785K 0.16%
21,827
-2,755
139
$783K 0.16%
7,165
+730
140
$764K 0.15%
6,657
+6,605
141
$751K 0.15%
9,820
+1,846
142
$739K 0.15%
41,888
+26,536
143
$730K 0.15%
10,713
-172
144
$728K 0.14%
+14,785
145
$705K 0.14%
9,319
+9,255
146
$704K 0.14%
27,075
-2,250
147
$703K 0.14%
11,309
+3,093
148
$703K 0.14%
8,014
+2,189
149
$692K 0.14%
28,650
-3,550
150
$687K 0.14%
6,492
+6,472
4 5
6
7 8