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
401
$26.6K ﹤0.01%
285
402
$25.9K ﹤0.01%
554
-80
403
$25.3K ﹤0.01%
1,000
404
$25.2K ﹤0.01%
233
405
$25.1K ﹤0.01%
1,000
406
$24.3K ﹤0.01%
1,936
407
$24.2K ﹤0.01%
+139
408
$24K ﹤0.01%
424
-265
409
$23.9K ﹤0.01%
114
-5,094
410
$23.9K ﹤0.01%
350
-50
411
$22.8K ﹤0.01%
+526
412
$21.9K ﹤0.01%
273
413
$20.7K ﹤0.01%
+735
414
$20.6K ﹤0.01%
303
-42
415
$20.4K ﹤0.01%
300
-162
416
$20.3K ﹤0.01%
254
+90
417
$20.2K ﹤0.01%
107
+15
418
$20.2K ﹤0.01%
215
-120
419
$19.8K ﹤0.01%
1,300
-6,220
420
$19.7K ﹤0.01%
233
+126
421
$19.6K ﹤0.01%
183
-128
422
$19.3K ﹤0.01%
400
-600
423
$19.2K ﹤0.01%
1,200
424
$19.1K ﹤0.01%
+300
425
$19.1K ﹤0.01%
+491
15 16
17
18 19