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
$607M
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$19.6M
3
+$7.93M
4
AAPL icon
Apple
AAPL
+$7.58M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.25M

Top Sells

1
+$1.4M
2
+$1.15M
3
+$1.07M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$880K
5
UZA
United States Cellular Corp. 6.95% Senior Notes due 2060
UZA
+$830K

Sector Composition

1 Financials 11.36%
2 Industrials 10.62%
3 Healthcare 10.38%
4 Technology 9.03%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$240K 0.04%
+5,603
252
$239K 0.04%
+12,934
253
$237K 0.04%
+6,324
254
$232K 0.04%
3,540
+60
255
$228K 0.04%
5,549
+5,015
256
$227K 0.04%
+6,721
257
$225K 0.04%
+527
258
$225K 0.04%
+1,374
259
$222K 0.04%
8,575
-1,200
260
$221K 0.04%
+5,951
261
$219K 0.04%
5,635
+1,260
262
$217K 0.04%
+6,130
263
$216K 0.04%
+3,143
264
$216K 0.04%
+6,563
265
$215K 0.04%
+9,705
266
$213K 0.04%
+12,492
267
$212K 0.04%
+28,525
268
$211K 0.03%
+16,407
269
$209K 0.03%
+7,838
270
$208K 0.03%
+2,602
271
$207K 0.03%
9,161
+9,129
272
$205K 0.03%
2,550
+2,000
273
$205K 0.03%
+7,625
274
$197K 0.03%
+4,672
275
$197K 0.03%
+4,939
9 10
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