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
1876
$304 ﹤0.01%
12
-21
1877
$303 ﹤0.01%
+69
1878
$296 ﹤0.01%
3
-2
1879
$294 ﹤0.01%
16
-16
1880
$289 ﹤0.01%
43
-197
1881
$287 ﹤0.01%
10
1882
$286 ﹤0.01%
+13
1883
$285 ﹤0.01%
+8
1884
$277 ﹤0.01%
12
-17
1885
$272 ﹤0.01%
+14
1886
$271 ﹤0.01%
+7
1887
$269 ﹤0.01%
+5
1888
$266 ﹤0.01%
+9
1889
$264 ﹤0.01%
+36
1890
$263 ﹤0.01%
+10
1891
$262 ﹤0.01%
4
-24
1892
$257 ﹤0.01%
+12
1893
$254 ﹤0.01%
8
-17
1894
$251 ﹤0.01%
+18
1895
$250 ﹤0.01%
+2
1896
$234 ﹤0.01%
2
1897
$233 ﹤0.01%
+38
1898
$231 ﹤0.01%
10
1899
$230 ﹤0.01%
4
1900
$228 ﹤0.01%
8
74 75
76
77 78