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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$39.6M
3
+$25.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.85%
2 Technology 10.35%
3 Healthcare 9.36%
4 Industrials 8.97%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.66M 0.2%
+35,105
127
$1.65M 0.2%
+38,253
128
$1.63M 0.2%
+39,475
129
$1.62M 0.2%
+12,215
130
$1.61M 0.2%
+11,989
131
$1.59M 0.19%
+10,796
132
$1.53M 0.19%
+12,661
133
$1.48M 0.18%
+6,391
134
$1.47M 0.18%
+71,119
135
$1.47M 0.18%
+10,735
136
$1.45M 0.18%
+6,911
137
$1.43M 0.18%
+26,959
138
$1.43M 0.17%
+18,341
139
$1.39M 0.17%
+9,669
140
$1.36M 0.17%
+10,829
141
$1.3M 0.16%
+55,475
142
$1.3M 0.16%
+17,934
143
$1.29M 0.16%
+19,436
144
$1.2M 0.15%
+14,038
145
$1.2M 0.15%
+13,777
146
$1.15M 0.14%
+8,551
147
$1.12M 0.14%
+35,919
148
$1.09M 0.13%
+13,973
149
$1.08M 0.13%
+37,548
150
$1.08M 0.13%
+15,440
4 5
6
7 8