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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.42%
2 Financials 12.23%
3 Technology 9.25%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$481K 0.11%
6,540
+5,915
177
$466K 0.1%
+8,470
178
$464K 0.1%
+13,820
179
$462K 0.1%
10,657
-8,645
180
$459K 0.1%
4,793
-7,540
181
$449K 0.1%
3,445
-2,345
182
$441K 0.1%
14,716
+685
183
$426K 0.1%
+2,767
184
$420K 0.09%
7,309
-3,105
185
$416K 0.09%
2,900
-3,580
186
$416K 0.09%
3,406
-5,060
187
$410K 0.09%
12,505
-1,635
188
$407K 0.09%
19,042
+2,849
189
$406K 0.09%
3,524
-55
190
$405K 0.09%
15,650
-21,825
191
$396K 0.09%
5,342
+3,290
192
$388K 0.09%
4,210
-4,660
193
$388K 0.09%
14,898
-8,538
194
$385K 0.09%
+4,878
195
$375K 0.08%
13,494
+1,245
196
$374K 0.08%
4,298
-6,105
197
$367K 0.08%
10,705
-3,679
198
$367K 0.08%
5,051
-1,015
199
$362K 0.08%
9,450
-6,825
200
$361K 0.08%
6,560
-1,050
6 7
8
9 10