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
401
$10.6K ﹤0.01%
+250
402
$10.6K ﹤0.01%
198
-1,260
403
$10.6K ﹤0.01%
94
404
$10.6K ﹤0.01%
300
-1,042
405
$10.4K ﹤0.01%
500
406
$10.4K ﹤0.01%
+138
407
$10.3K ﹤0.01%
281
-12,616
408
$10K ﹤0.01%
292
409
$9.99K ﹤0.01%
71
410
$9.95K ﹤0.01%
1,010
+5
411
$9.83K ﹤0.01%
169
-112
412
$9.59K ﹤0.01%
630
413
$9.55K ﹤0.01%
45
414
$9.47K ﹤0.01%
175
-5,834
415
$9.45K ﹤0.01%
500
-470
416
$9.42K ﹤0.01%
18,800
417
$9.28K ﹤0.01%
+400
418
$9.21K ﹤0.01%
172
419
$9.14K ﹤0.01%
107
420
$9.12K ﹤0.01%
127
421
$9.04K ﹤0.01%
174
422
$9.01K ﹤0.01%
+1,600
423
$8.99K ﹤0.01%
+200
424
$8.94K ﹤0.01%
120
-75
425
$8.82K ﹤0.01%
343
-444
15 16
17
18 19