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
1601
$1.44K ﹤0.01%
33
-108
1602
$1.43K ﹤0.01%
265
+229
1603
$1.42K ﹤0.01%
1
1604
$1.42K ﹤0.01%
+152
1605
$1.42K ﹤0.01%
+48
1606
$1.41K ﹤0.01%
45
-68
1607
$1.41K ﹤0.01%
31
+5
1608
$1.4K ﹤0.01%
17
+4
1609
$1.4K ﹤0.01%
135
-10
1610
$1.4K ﹤0.01%
5
1611
$1.4K ﹤0.01%
109
-4
1612
$1.4K ﹤0.01%
+438
1613
$1.38K ﹤0.01%
+186
1614
$1.38K ﹤0.01%
22
1615
$1.38K ﹤0.01%
38
1616
$1.38K ﹤0.01%
15
-64
1617
$1.36K ﹤0.01%
+76
1618
$1.36K ﹤0.01%
18
+16
1619
$1.35K ﹤0.01%
50
-19
1620
$1.34K ﹤0.01%
11
1621
$1.34K ﹤0.01%
+87
1622
$1.34K ﹤0.01%
24
1623
$1.33K ﹤0.01%
93
-166
1624
$1.31K ﹤0.01%
33
+4
1625
$1.3K ﹤0.01%
54
+32
63 64
65
66 67