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
1526
$1.83K ﹤0.01%
19
+4
1527
$1.83K ﹤0.01%
32
1528
$1.82K ﹤0.01%
51
1529
$1.8K ﹤0.01%
30
1530
$1.8K ﹤0.01%
44
-64
1531
$1.8K ﹤0.01%
22
-92
1532
$1.79K ﹤0.01%
155
+131
1533
$1.79K ﹤0.01%
13
+9
1534
$1.79K ﹤0.01%
72
1535
$1.78K ﹤0.01%
51
-181
1536
$1.78K ﹤0.01%
82
-32
1537
$1.77K ﹤0.01%
146
+12
1538
$1.77K ﹤0.01%
36
-27
1539
$1.77K ﹤0.01%
8
1540
$1.77K ﹤0.01%
25
+4
1541
$1.76K ﹤0.01%
208
1542
$1.76K ﹤0.01%
+156
1543
$1.74K ﹤0.01%
8,700
1544
$1.74K ﹤0.01%
31
+2
1545
$1.73K ﹤0.01%
5
-49
1546
$1.73K ﹤0.01%
127
+41
1547
$1.73K ﹤0.01%
17
-40
1548
$1.72K ﹤0.01%
80
-33
1549
$1.72K ﹤0.01%
163
-26
1550
$1.72K ﹤0.01%
13
-33
60 61
62
63 64