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
176
$1.41M 0.1%
12,768
+1,593
177
$1.4M 0.1%
26,244
-11,182
178
$1.38M 0.1%
16,441
-22
179
$1.36M 0.09%
5,149
+314
180
$1.35M 0.09%
6,433
-425
181
$1.31M 0.09%
27,722
+1,088
182
$1.3M 0.09%
22,792
-24,618
183
$1.28M 0.09%
21,386
-1,187
184
$1.25M 0.09%
15,532
+1,224
185
$1.24M 0.09%
20,490
+965
186
$1.24M 0.09%
7,618
-69
187
$1.21M 0.08%
12,687
+946
188
$1.17M 0.08%
33,498
+4,189
189
$1.17M 0.08%
14,078
-1,074
190
$1.15M 0.08%
15,712
-477
191
$1.11M 0.08%
28,703
+1,618
192
$1.1M 0.08%
9,897
-745
193
$1.09M 0.08%
8,220
+81
194
$1.07M 0.07%
12,394
+212
195
$1.07M 0.07%
34,808
+711
196
$1.06M 0.07%
9,000
-1,000
197
$1.04M 0.07%
47,833
+4,051
198
$1.04M 0.07%
9,525
-947
199
$1.03M 0.07%
15,480
200
$1.03M 0.07%
18,000
-722
6 7
8
9 10