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
351
$60.2K 0.01%
429
+367
352
$59.6K 0.01%
765
-101
353
$59.4K 0.01%
1,345
+726
354
$57.4K 0.01%
+1,713
355
$55.6K 0.01%
765
-374
356
$50.7K 0.01%
2,100
-150
357
$49.4K 0.01%
1,500
358
$49K 0.01%
2,202
+2
359
$48.7K 0.01%
2,000
360
$48K 0.01%
1,129
+29
361
$46.9K 0.01%
1,286
362
$46.8K 0.01%
348
363
$45.9K 0.01%
1,233
-56
364
$44.7K 0.01%
270
+137
365
$44.5K 0.01%
550
-225
366
$44.3K 0.01%
260
367
$43.8K 0.01%
388
368
$41.7K 0.01%
475
-100
369
$41.6K 0.01%
500
370
$41.3K 0.01%
589
371
$40.5K 0.01%
800
372
$40.2K 0.01%
667
+392
373
$39.8K 0.01%
1,880
-2,192
374
$39.4K 0.01%
200
-454
375
$39.3K 0.01%
600
+350
13 14
15
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