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
1676
$1.01K ﹤0.01%
+97
1677
$1.01K ﹤0.01%
33
-30
1678
$999 ﹤0.01%
18
1679
$994 ﹤0.01%
46
-10
1680
$989 ﹤0.01%
+32
1681
$988 ﹤0.01%
+53
1682
$985 ﹤0.01%
+13
1683
$964 ﹤0.01%
219
+24
1684
$963 ﹤0.01%
44
1685
$956 ﹤0.01%
58
1686
$945 ﹤0.01%
+900
1687
$935 ﹤0.01%
117
-29
1688
$930 ﹤0.01%
+25
1689
$924 ﹤0.01%
10
1690
$916 ﹤0.01%
18
-28
1691
$916 ﹤0.01%
+84
1692
$909 ﹤0.01%
+12
1693
$909 ﹤0.01%
25
-64
1694
$906 ﹤0.01%
23
+12
1695
$900 ﹤0.01%
+41
1696
$899 ﹤0.01%
+37
1697
$892 ﹤0.01%
33
+12
1698
$889 ﹤0.01%
19
-186
1699
$883 ﹤0.01%
49
+31
1700
$877 ﹤0.01%
14
-21
66 67
68
69 70