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
451
$14.3K ﹤0.01%
153
-55
452
$14.3K ﹤0.01%
300
+200
453
$14.1K ﹤0.01%
385
454
$14.1K ﹤0.01%
738
+238
455
$13.7K ﹤0.01%
400
+100
456
$13.4K ﹤0.01%
+200
457
$13.2K ﹤0.01%
375
458
$13.1K ﹤0.01%
756
+247
459
$13K ﹤0.01%
211
460
$12.8K ﹤0.01%
+500
461
$12.8K ﹤0.01%
825
462
$12.6K ﹤0.01%
273
463
$12.6K ﹤0.01%
+270
464
$12.4K ﹤0.01%
+1,236
465
$12.4K ﹤0.01%
101
466
$12.3K ﹤0.01%
18
-25
467
$12.2K ﹤0.01%
+300
468
$12.2K ﹤0.01%
377
-1,257
469
$12K ﹤0.01%
+239
470
$11.9K ﹤0.01%
+200
471
$11.8K ﹤0.01%
+284
472
$11.7K ﹤0.01%
100
473
$11.7K ﹤0.01%
+151
474
$11.6K ﹤0.01%
120
475
$11.5K ﹤0.01%
203
-104
17 18
19
20 21