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
1826
$468 ﹤0.01%
113
-57
1827
$467 ﹤0.01%
2
-9
1828
$460 ﹤0.01%
16
1829
$454 ﹤0.01%
24
-318
1830
$445 ﹤0.01%
86
1831
$443 ﹤0.01%
18
1832
$438 ﹤0.01%
11
-144
1833
$432 ﹤0.01%
+29
1834
$427 ﹤0.01%
9
1835
$416 ﹤0.01%
7
-42
1836
$414 ﹤0.01%
+8
1837
$412 ﹤0.01%
62
1838
$409 ﹤0.01%
10
-83
1839
$406 ﹤0.01%
+24
1840
$402 ﹤0.01%
+28
1841
$396 ﹤0.01%
3
-58
1842
$394 ﹤0.01%
+7
1843
$393 ﹤0.01%
+7
1844
$381 ﹤0.01%
102
-50
1845
$381 ﹤0.01%
28
+7
1846
$377 ﹤0.01%
4
-12
1847
$368 ﹤0.01%
+53
1848
$367 ﹤0.01%
33
1849
$367 ﹤0.01%
+36
1850
$364 ﹤0.01%
+11
72 73
74
75 76