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
301
$27.9K 0.01%
+1,100
302
$27K 0.01%
619
-8,961
303
$26.6K 0.01%
43
304
$26.2K 0.01%
468
-15
305
$26K 0.01%
285
306
$25.8K 0.01%
+634
307
$25.5K 0.01%
270
-12,387
308
$25.1K 0.01%
1,000
309
$25K 0.01%
1,372
-440
310
$25K 0.01%
1,000
311
$23.9K 0.01%
+225
312
$23.6K 0.01%
+1,000
313
$23.3K 0.01%
345
+250
314
$23.1K 0.01%
133
-87
315
$22.8K 0.01%
+413
316
$22.5K 0.01%
390
-50,305
317
$22.4K 0.01%
534
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318
$22.3K 0.01%
1,000
319
$21.7K 0.01%
273
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320
$21.7K 0.01%
1,000
321
$21.6K 0.01%
233
322
$21.5K 0.01%
1,936
-376
323
$21.1K 0.01%
300
324
$20.9K 0.01%
+800
325
$20.8K 0.01%
+400
11 12
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