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
351
$16.6K 0.01%
587
352
$16.6K 0.01%
780
+240
353
$16.2K 0.01%
793
-19,430
354
$16.1K 0.01%
307
355
$16K 0.01%
250
356
$15.9K 0.01%
382
357
$15.7K 0.01%
389
358
$15.7K 0.01%
600
359
$15.5K 0.01%
105
360
$15.1K ﹤0.01%
+527
361
$15K ﹤0.01%
164
-1,971
362
$14.9K ﹤0.01%
350
-209
363
$14.8K ﹤0.01%
+385
364
$14.5K ﹤0.01%
300
365
$14.3K ﹤0.01%
2,830
366
$14.1K ﹤0.01%
200
367
$14.1K ﹤0.01%
237
368
$13.8K ﹤0.01%
1,000
369
$13.8K ﹤0.01%
200
370
$13.7K ﹤0.01%
280
+85
371
$13.7K ﹤0.01%
149
-6,343
372
$13.6K ﹤0.01%
+1,185
373
$13.5K ﹤0.01%
200
374
$13.3K ﹤0.01%
+864
375
$13.3K ﹤0.01%
328
13 14
15
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