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
201
$1.03M 0.07%
11,317
-440
202
$983K 0.07%
26,675
+2,150
203
$972K 0.07%
6,254
-80
204
$958K 0.07%
5,848
-3,913
205
$953K 0.07%
3,266
-209
206
$936K 0.06%
21,567
+5,047
207
$926K 0.06%
29,457
+13,111
208
$924K 0.06%
5,920
-284
209
$922K 0.06%
7,328
+3,316
210
$922K 0.06%
10,879
-3,130
211
$912K 0.06%
4,239
-83
212
$911K 0.06%
+8,111
213
$906K 0.06%
7,066
+64
214
$870K 0.06%
27,150
-1,629
215
$864K 0.06%
16,344
+1,459
216
$861K 0.06%
31,240
-1,340
217
$841K 0.06%
4,945
-67
218
$815K 0.06%
29,660
+640
219
$808K 0.06%
31,203
+30,703
220
$799K 0.06%
17,782
-833
221
$790K 0.05%
9,043
-1,302
222
$785K 0.05%
720
-37
223
$783K 0.05%
14,604
-518
224
$769K 0.05%
26,605
-1,048
225
$739K 0.05%
4,591
-399
7 8
9
10 11