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
1626
$1.3K ﹤0.01%
51
+13
1627
$1.28K ﹤0.01%
19
+9
1628
$1.27K ﹤0.01%
66
1629
$1.25K ﹤0.01%
34
-548
1630
$1.24K ﹤0.01%
19
-12
1631
$1.24K ﹤0.01%
33
1632
$1.24K ﹤0.01%
17
1633
$1.24K ﹤0.01%
+145
1634
$1.23K ﹤0.01%
94
1635
$1.22K ﹤0.01%
28
+5
1636
$1.2K ﹤0.01%
+9
1637
$1.19K ﹤0.01%
56
-13
1638
$1.18K ﹤0.01%
+24
1639
$1.18K ﹤0.01%
262
+208
1640
$1.18K ﹤0.01%
+6
1641
$1.18K ﹤0.01%
84
1642
$1.17K ﹤0.01%
60
1643
$1.17K ﹤0.01%
167
+47
1644
$1.16K ﹤0.01%
22
+1
1645
$1.15K ﹤0.01%
9,300
1646
$1.15K ﹤0.01%
42
1647
$1.15K ﹤0.01%
+25
1648
$1.15K ﹤0.01%
18
-163
1649
$1.15K ﹤0.01%
+40
1650
$1.14K ﹤0.01%
+35
64 65
66
67 68