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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.94M 0.2%
12,588
-1,487
127
$2.92M 0.2%
25,694
-72
128
$2.87M 0.2%
15,578
+385
129
$2.79M 0.19%
44,033
+3,157
130
$2.62M 0.18%
47,017
+22,727
131
$2.6M 0.18%
114,947
-3,905
132
$2.57M 0.18%
55,665
-570
133
$2.57M 0.18%
19,133
+144
134
$2.53M 0.17%
13,788
+1,272
135
$2.49M 0.17%
46,918
-108
136
$2.47M 0.17%
7,685
-2,359
137
$2.47M 0.17%
6,780
+4,413
138
$2.46M 0.17%
16,559
+144
139
$2.46M 0.17%
14,708
+3,500
140
$2.44M 0.17%
27,216
+14,324
141
$2.38M 0.16%
29,449
+2,601
142
$2.38M 0.16%
36,870
+1,725
143
$2.36M 0.16%
11,549
+246
144
$2.36M 0.16%
22,395
-1,625
145
$2.35M 0.16%
25,247
+13,187
146
$2.24M 0.16%
28,027
-2,321
147
$2.24M 0.15%
13,379
-1,391
148
$2.23M 0.15%
27,813
+1,669
149
$2.21M 0.15%
38,985
+2,782
150
$2.08M 0.14%
91,591
+7,356
4 5
6
7 8