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
1576
$1.57K ﹤0.01%
+93
1577
$1.57K ﹤0.01%
25
-13
1578
$1.57K ﹤0.01%
30
-140
1579
$1.57K ﹤0.01%
139
1580
$1.57K ﹤0.01%
41
+17
1581
$1.56K ﹤0.01%
+29
1582
$1.55K ﹤0.01%
25
+10
1583
$1.55K ﹤0.01%
367
-68
1584
$1.54K ﹤0.01%
57
1585
$1.54K ﹤0.01%
45
-163
1586
$1.53K ﹤0.01%
+71
1587
$1.53K ﹤0.01%
+18
1588
$1.52K ﹤0.01%
36
+23
1589
$1.52K ﹤0.01%
20
-62
1590
$1.51K ﹤0.01%
+34
1591
$1.51K ﹤0.01%
+107
1592
$1.5K ﹤0.01%
94
+52
1593
$1.48K ﹤0.01%
22
+2
1594
$1.48K ﹤0.01%
84
+3
1595
$1.47K ﹤0.01%
26
1596
$1.46K ﹤0.01%
5
-12
1597
$1.45K ﹤0.01%
66
-292
1598
$1.44K ﹤0.01%
10
+5
1599
$1.44K ﹤0.01%
94
-13
1600
$1.44K ﹤0.01%
20
-40
62 63
64
65 66