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
1651
$1.14K ﹤0.01%
32
1652
$1.13K ﹤0.01%
41
-33
1653
$1.13K ﹤0.01%
37
1654
$1.12K ﹤0.01%
20
1655
$1.11K ﹤0.01%
34
1656
$1.11K ﹤0.01%
+78
1657
$1.11K ﹤0.01%
41
1658
$1.1K ﹤0.01%
12
-60
1659
$1.1K ﹤0.01%
79
1660
$1.1K ﹤0.01%
20
1661
$1.1K ﹤0.01%
+56
1662
$1.1K ﹤0.01%
+31
1663
$1.1K ﹤0.01%
77
+61
1664
$1.09K ﹤0.01%
+38
1665
$1.09K ﹤0.01%
97
1666
$1.05K ﹤0.01%
80
+10
1667
$1.05K ﹤0.01%
+72
1668
$1.04K ﹤0.01%
+30
1669
$1.04K ﹤0.01%
6
-4
1670
$1.04K ﹤0.01%
+22
1671
$1.04K ﹤0.01%
+137
1672
$1.04K ﹤0.01%
+251
1673
$1.04K ﹤0.01%
+15
1674
$1.03K ﹤0.01%
47
1675
$1.03K ﹤0.01%
12
65 66
67
68 69