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
276
$36.5K 0.01%
32
277
$36K 0.01%
380
-2,813
278
$35.9K 0.01%
311
+27
279
$35.4K 0.01%
323
+150
280
$35.2K 0.01%
264
-1,583
281
$34.1K 0.01%
464
-430
282
$33.9K 0.01%
325
+40
283
$33.1K 0.01%
+335
284
$33.1K 0.01%
1,400
285
$33K 0.01%
2,400
286
$32.6K 0.01%
+472
287
$32.6K 0.01%
1,136
+486
288
$32.5K 0.01%
+500
289
$31.6K 0.01%
1,250
290
$31.4K 0.01%
+462
291
$31.1K 0.01%
400
292
$30.7K 0.01%
1,181
-946
293
$30.6K 0.01%
144
+38
294
$30.1K 0.01%
400
+281
295
$30K 0.01%
563
296
$29.4K 0.01%
325
+203
297
$29.3K 0.01%
550
298
$28.8K 0.01%
1,250
299
$28.7K 0.01%
+250
300
$28.7K 0.01%
1,250
10 11
12
13 14