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
376
$38.8K 0.01%
877
-259
377
$38.1K 0.01%
551
378
$37.6K 0.01%
2,400
379
$37.5K 0.01%
625
-2,460
380
$37K 0.01%
+281
381
$36.9K 0.01%
1,000
-1,000
382
$35.9K 0.01%
325
383
$35.8K 0.01%
+730
384
$35.3K 0.01%
1,400
385
$34.8K 0.01%
2,803
386
$33.7K 0.01%
1,339
+1,245
387
$33.7K 0.01%
327
+4
388
$33.6K 0.01%
209
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389
$32.5K 0.01%
624
-12,956
390
$32.1K 0.01%
1,250
391
$31.3K 0.01%
1,250
392
$31.1K 0.01%
1,181
393
$30.9K 0.01%
1,250
394
$29.6K ﹤0.01%
635
+500
395
$28.8K ﹤0.01%
400
396
$28.7K ﹤0.01%
563
397
$28K ﹤0.01%
+268
398
$28K ﹤0.01%
249
-213
399
$27.9K ﹤0.01%
250
400
$26.9K ﹤0.01%
850
-286
14 15
16
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