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
1476
$2.13K ﹤0.01%
115
-175
1477
$2.12K ﹤0.01%
134
+88
1478
$2.12K ﹤0.01%
52
1479
$2.12K ﹤0.01%
51
-258
1480
$2.11K ﹤0.01%
+235
1481
$2.11K ﹤0.01%
17
1482
$2.1K ﹤0.01%
192
+90
1483
$2.1K ﹤0.01%
29
1484
$2.1K ﹤0.01%
77
+30
1485
$2.08K ﹤0.01%
32
+13
1486
$2.07K ﹤0.01%
34
1487
$2.05K ﹤0.01%
59
-244
1488
$2.04K ﹤0.01%
44
-10
1489
$2.04K ﹤0.01%
34
1490
$2.03K ﹤0.01%
2,225
1491
$2.02K ﹤0.01%
46
-2
1492
$2.01K ﹤0.01%
6
1493
$2K ﹤0.01%
7
-1
1494
$2K ﹤0.01%
312
1495
$2K ﹤0.01%
87
+58
1496
$1.99K ﹤0.01%
61
-22
1497
$1.99K ﹤0.01%
65
-17
1498
$1.96K ﹤0.01%
219
1499
$1.96K ﹤0.01%
+85
1500
$1.96K ﹤0.01%
29
+1
58 59
60
61 62