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
$1.45B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.68M
3
+$1.77M
4
VZ icon
Verizon
VZ
+$1.61M
5
BA icon
Boeing
BA
+$1.61M

Top Sells

1
+$3.27M
2
+$1.71M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.45M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M

Sector Composition

1 Technology 10.59%
2 Financials 10.21%
3 Consumer Discretionary 8.98%
4 Healthcare 8.75%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.07M 0.14%
117,018
+9
152
$2.06M 0.14%
31,061
+684
153
$2.05M 0.14%
30,362
+3,875
154
$2.01M 0.14%
33,860
-1,916
155
$1.98M 0.14%
35,467
+259
156
$1.9M 0.13%
21,920
+432
157
$1.88M 0.13%
39,839
-14,590
158
$1.86M 0.13%
33,875
+2,163
159
$1.84M 0.13%
46,324
+24,051
160
$1.79M 0.12%
13,226
+2,201
161
$1.78M 0.12%
29,916
+5,872
162
$1.78M 0.12%
106,018
+8,930
163
$1.67M 0.12%
62,747
+3,244
164
$1.67M 0.12%
54,134
-1,241
165
$1.6M 0.11%
18,868
+767
166
$1.59M 0.11%
27,919
+6,402
167
$1.57M 0.11%
15,111
+200
168
$1.52M 0.11%
17,215
-3,007
169
$1.51M 0.1%
53,132
+2,646
170
$1.47M 0.1%
11,874
-204
171
$1.46M 0.1%
23,842
-4,519
172
$1.46M 0.1%
26,735
+870
173
$1.44M 0.1%
21,499
+2,588
174
$1.43M 0.1%
30,355
-16,875
175
$1.42M 0.1%
49,487
-2,025
5 6
7
8 9