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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$685K 0.14%
5,837
-592
152
$679K 0.14%
4,535
+1,140
153
$678K 0.13%
13,671
+850
154
$667K 0.13%
22,965
+14,885
155
$659K 0.13%
+14,178
156
$654K 0.13%
+26,585
157
$646K 0.13%
14,056
+2,345
158
$643K 0.13%
6,540
+1,572
159
$636K 0.13%
10,267
+2,237
160
$633K 0.13%
14,022
-860
161
$632K 0.13%
14,904
-4,236
162
$631K 0.13%
14,448
-697
163
$619K 0.12%
5,594
-866
164
$610K 0.12%
+5,230
165
$601K 0.12%
11,307
-1,055
166
$597K 0.12%
15,734
+233
167
$594K 0.12%
4,695
+1,845
168
$592K 0.12%
12,445
+1,385
169
$591K 0.12%
19,385
+19,291
170
$585K 0.12%
15,492
+13,172
171
$580K 0.12%
13,877
+3,470
172
$565K 0.11%
2,866
+2,195
173
$561K 0.11%
6,146
+1,652
174
$561K 0.11%
6,043
+1,084
175
$544K 0.11%
+11,799
5 6
7
8 9