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MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.87B
1-Year Est. Return
24.64%
This Fund
S&P 500
This Quarter
Est. Return
+8.04%
1 Year Est. Return
+24.64%
3 Year Est. Return
+77.85%
5 Year Est. Return
+92.6%
10 Year Est. Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
96.91%
Top 10 Holdings %
Top 10 Hldgs %
41.16%
Holding
485
New
484
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$12.4M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$7.73M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$5.21M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.78M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$4.27M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 11.18% |
| 2 | Industrials | 8.67% |
| 3 | Technology | 7.36% |
| 4 | Energy | 6.75% |
| 5 | Healthcare | 6.69% |
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MassMutual Private Wealth & Trust's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for MassMutual Private Wealth & Trust, which disclosed 485 positions worth $109M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is Vanguard FTSE Emerging Markets ETF: 299,848 shares worth $12.3M.
By sector, the portfolio is most concentrated in Financials at 11% of assets, followed by Industrials and Technology.
- MassMutual Private Wealth & Trust's largest Q4 2013 buy was Vanguard FTSE Emerging Markets ETF: 299,848 shares worth $12.3M.
- MassMutual Private Wealth & Trust's ten largest holdings make up 41% of its $109M portfolio in Q4 2013.
- MassMutual Private Wealth & Trust disclosed 485 positions in Q4 2013, its first 13F filing on record.
Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.