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
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$405K 0.08%
+20,223
202
$403K 0.08%
5,215
+5,132
203
$402K 0.08%
9,580
+9,380
204
$401K 0.08%
12,330
+4,760
205
$396K 0.08%
4,942
+1,511
206
$389K 0.08%
2,860
+410
207
$378K 0.08%
+15,231
208
$377K 0.07%
10,125
-4,123
209
$372K 0.07%
13,569
+75
210
$371K 0.07%
26,250
+7,335
211
$365K 0.07%
7,275
+2,270
212
$365K 0.07%
14,250
+7,650
213
$358K 0.07%
+4,857
214
$355K 0.07%
+10,924
215
$343K 0.07%
7,515
+1,989
216
$339K 0.07%
8,385
+2,333
217
$338K 0.07%
2,560
-265
218
$337K 0.07%
6,558
+6,425
219
$335K 0.07%
14,325
+14,100
220
$332K 0.07%
10,870
+3,425
221
$331K 0.07%
8,307
-1,143
222
$323K 0.06%
2,976
+2,688
223
$322K 0.06%
7,295
+2,180
224
$318K 0.06%
3,211
+990
225
$313K 0.06%
6,927
+1,800
7 8
9
10 11