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
1551
$1.72K ﹤0.01%
25
-311
1552
$1.71K ﹤0.01%
34
1553
$1.71K ﹤0.01%
89
+20
1554
$1.7K ﹤0.01%
32
+1
1555
$1.69K ﹤0.01%
+229
1556
$1.68K ﹤0.01%
504
1557
$1.68K ﹤0.01%
26
1558
$1.68K ﹤0.01%
14
1559
$1.67K ﹤0.01%
+1,150
1560
$1.66K ﹤0.01%
723
1561
$1.65K ﹤0.01%
9
-24
1562
$1.64K ﹤0.01%
274
+227
1563
$1.64K ﹤0.01%
42
-81
1564
$1.63K ﹤0.01%
8
-236
1565
$1.63K ﹤0.01%
37
-23
1566
$1.62K ﹤0.01%
33
1567
$1.62K ﹤0.01%
45
1568
$1.62K ﹤0.01%
+71
1569
$1.62K ﹤0.01%
25
1570
$1.61K ﹤0.01%
+420
1571
$1.61K ﹤0.01%
84
-57
1572
$1.61K ﹤0.01%
183
+44
1573
$1.6K ﹤0.01%
140
+79
1574
$1.59K ﹤0.01%
24
-335
1575
$1.59K ﹤0.01%
39
-570
61 62
63
64 65