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
451
$6.84K ﹤0.01%
100
452
$6.74K ﹤0.01%
177
453
$6.74K ﹤0.01%
120
-25
454
$6.74K ﹤0.01%
+1,000
455
$6.73K ﹤0.01%
170
+117
456
$6.72K ﹤0.01%
372
457
$6.62K ﹤0.01%
58
-9
458
$6.58K ﹤0.01%
364
459
$6.54K ﹤0.01%
84
460
$6.43K ﹤0.01%
215
461
$6.41K ﹤0.01%
359
+33
462
$6.36K ﹤0.01%
92
-12
463
$6.29K ﹤0.01%
170
-14,008
464
$6.25K ﹤0.01%
+160
465
$6.22K ﹤0.01%
77
466
$6.16K ﹤0.01%
215
-205
467
$5.93K ﹤0.01%
148
468
$5.92K ﹤0.01%
135
-160
469
$5.8K ﹤0.01%
94
-17,311
470
$5.71K ﹤0.01%
132
471
$5.66K ﹤0.01%
70
472
$5.63K ﹤0.01%
128
473
$5.61K ﹤0.01%
22
474
$5.57K ﹤0.01%
+104
475
$5.54K ﹤0.01%
31
17 18
19
20 21