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
376
$13.3K ﹤0.01%
+130
377
$13.2K ﹤0.01%
100
378
$13.2K ﹤0.01%
200
379
$13.1K ﹤0.01%
375
380
$13.1K ﹤0.01%
156
381
$13K ﹤0.01%
150
382
$12.9K ﹤0.01%
101
383
$12.7K ﹤0.01%
210
-90
384
$12.7K ﹤0.01%
350
-89,684
385
$12.5K ﹤0.01%
+300
386
$12.4K ﹤0.01%
211
387
$12.3K ﹤0.01%
120
388
$12.2K ﹤0.01%
672
389
$12K ﹤0.01%
263
-266
390
$11.7K ﹤0.01%
273
391
$11.6K ﹤0.01%
217
+40
392
$11.6K ﹤0.01%
825
393
$11.5K ﹤0.01%
1,418
-342
394
$11.5K ﹤0.01%
+1,275
395
$11.5K ﹤0.01%
224
396
$11.3K ﹤0.01%
352
397
$11.2K ﹤0.01%
200
398
$11.1K ﹤0.01%
100
399
$10.9K ﹤0.01%
200
400
$10.7K ﹤0.01%
250
14 15
16
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