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
1751
$678 ﹤0.01%
+24
1752
$677 ﹤0.01%
10
-40
1753
$676 ﹤0.01%
25
-172
1754
$672 ﹤0.01%
14
+10
1755
$664 ﹤0.01%
22
1756
$664 ﹤0.01%
5
-8
1757
$663 ﹤0.01%
40
+12
1758
$662 ﹤0.01%
52
-76
1759
$662 ﹤0.01%
17
1760
$652 ﹤0.01%
88
1761
$651 ﹤0.01%
+22
1762
$650 ﹤0.01%
7
+5
1763
$649 ﹤0.01%
46
1764
$649 ﹤0.01%
+49
1765
$648 ﹤0.01%
2
1766
$640 ﹤0.01%
+15
1767
$639 ﹤0.01%
11
1768
$636 ﹤0.01%
+58
1769
$633 ﹤0.01%
55
+29
1770
$620 ﹤0.01%
+53
1771
$619 ﹤0.01%
+22
1772
$616 ﹤0.01%
19
+9
1773
$611 ﹤0.01%
10
-24
1774
$609 ﹤0.01%
11
1775
$604 ﹤0.01%
22
-36
69 70
71
72 73