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
$309M
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.34M
3
+$1.58M
4
KIM.PRI.CL
KIMCO REALTY CORPORATION Class I Depositary Shares
KIM.PRI.CL
+$1.53M
5
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.52M

Top Sells

1
+$20.8M
2
+$16.8M
3
+$15.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.11M
5
AAPL icon
Apple
AAPL
+$5.65M

Sector Composition

1 Financials 12.37%
2 Healthcare 9.53%
3 Technology 8.49%
4 Industrials 8.1%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$87.7K 0.03%
1,079
+410
227
$87K 0.03%
1,810
+4
228
$86.3K 0.03%
1,137
-19,737
229
$85.2K 0.03%
2,400
-30,430
230
$85.1K 0.03%
1,946
+600
231
$84.2K 0.03%
1,806
232
$81.7K 0.03%
513
-14,858
233
$79.7K 0.03%
2,080
+1,050
234
$79.3K 0.03%
557
-621
235
$78.9K 0.03%
900
236
$78.6K 0.03%
1,139
+269
237
$76.8K 0.02%
1,505
238
$74.2K 0.02%
2,494
-43,075
239
$71.6K 0.02%
+500
240
$69.9K 0.02%
340
-2,526
241
$68.8K 0.02%
866
-200
242
$66.5K 0.02%
775
-58
243
$63.6K 0.02%
1,426
-30,647
244
$63.6K 0.02%
1,319
-26,467
245
$61.6K 0.02%
+5,100
246
$60.4K 0.02%
7,493
-25,444
247
$58.7K 0.02%
+2,000
248
$56.4K 0.02%
533
+172
249
$56.1K 0.02%
540
+200
250
$55.2K 0.02%
462
-12
8 9
10
11 12