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
326
$20.6K 0.01%
270
+201
327
$20.4K 0.01%
+425
328
$20.2K 0.01%
400
329
$20.1K 0.01%
223
-4,992
330
$20K 0.01%
+1,200
331
$20K 0.01%
300
332
$19.9K 0.01%
1,042
333
$19.7K 0.01%
845
-1,285
334
$19.5K 0.01%
+425
335
$19.4K 0.01%
338
-400
336
$18.8K 0.01%
340
+28
337
$18.8K 0.01%
150
338
$18.6K 0.01%
+208
339
$18.5K 0.01%
+350
340
$18.4K 0.01%
445
341
$17.6K 0.01%
687
342
$17.6K 0.01%
226
343
$17.6K 0.01%
158
-10,424
344
$17.5K 0.01%
+255
345
$17.3K 0.01%
92
-11
346
$17.1K 0.01%
246
-748
347
$16.9K 0.01%
335
348
$16.8K 0.01%
500
349
$16.8K 0.01%
275
-162
350
$16.8K 0.01%
273
12 13
14
15 16