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
426
$8.8K ﹤0.01%
70
427
$8.75K ﹤0.01%
+200
428
$8.71K ﹤0.01%
1,000
429
$8.52K ﹤0.01%
+720
430
$8.5K ﹤0.01%
84
431
$8.48K ﹤0.01%
509
-501
432
$8.41K ﹤0.01%
1,043
433
$8.35K ﹤0.01%
297
434
$8.35K ﹤0.01%
62
-11
435
$8.26K ﹤0.01%
93
436
$8.26K ﹤0.01%
80
-150
437
$7.93K ﹤0.01%
135
-459
438
$7.77K ﹤0.01%
+213
439
$7.66K ﹤0.01%
29
-740
440
$7.6K ﹤0.01%
200
441
$7.59K ﹤0.01%
105
442
$7.51K ﹤0.01%
116
443
$7.43K ﹤0.01%
99
-143
444
$7.35K ﹤0.01%
57
-11
445
$7.2K ﹤0.01%
89
446
$7.13K ﹤0.01%
79
447
$6.98K ﹤0.01%
227
-43
448
$6.94K ﹤0.01%
+690
449
$6.92K ﹤0.01%
105
450
$6.86K ﹤0.01%
135
-32,807
16 17
18
19 20