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
2026
– –
-49
2027
– –
-27
2028
– –
-41
2029
– –
-31
2030
– –
-66
2031
– –
-3
2032
– –
-118
2033
– –
-13
2034
– –
-216
2035
– –
-15
2036
– –
-31
2037
– –
-16
2038
– –
-42
2039
– –
-1
2040
– –
-52
2041
– –
-951
2042
– –
-114
2043
– –
-14
2044
– –
-1,069
2045
– –
-16
2046
– –
-30
2047
– –
-157
2048
– –
-51
2049
– –
-250
2050
– –
-49
80 81
82
83 84