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
426
$19K ﹤0.01%
150
427
$19K ﹤0.01%
+431
428
$18.7K ﹤0.01%
445
429
$18.4K ﹤0.01%
+340
430
$18.3K ﹤0.01%
173
+93
431
$18.2K ﹤0.01%
+160
432
$18.1K ﹤0.01%
+300
433
$17.8K ﹤0.01%
+700
434
$17.7K ﹤0.01%
1,042
435
$17.4K ﹤0.01%
340
436
$17.3K ﹤0.01%
350
437
$17.1K ﹤0.01%
380
-45
438
$16.9K ﹤0.01%
273
439
$16.6K ﹤0.01%
300
440
$16.4K ﹤0.01%
263
-75
441
$16.3K ﹤0.01%
240
-269
442
$16.1K ﹤0.01%
+1,000
443
$15.9K ﹤0.01%
300
-250
444
$15.8K ﹤0.01%
237
445
$15.7K ﹤0.01%
600
446
$15.1K ﹤0.01%
200
447
$15K ﹤0.01%
+300
448
$14.8K ﹤0.01%
527
449
$14.6K ﹤0.01%
2,830
450
$14.6K ﹤0.01%
389
16 17
18
19 20