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
476
$5.53K ﹤0.01%
100
477
$5.43K ﹤0.01%
52
-6,605
478
$5.41K ﹤0.01%
+125
479
$5.28K ﹤0.01%
+100
480
$5.28K ﹤0.01%
23
481
$5.25K ﹤0.01%
64
-9,255
482
$5.19K ﹤0.01%
290
-175
483
$5.18K ﹤0.01%
157
-12
484
$5.17K ﹤0.01%
112
485
$5.15K ﹤0.01%
201
+33
486
$5.15K ﹤0.01%
+200
487
$5.12K ﹤0.01%
+500
488
$5.11K ﹤0.01%
200
489
$5.07K ﹤0.01%
300
490
$5.06K ﹤0.01%
42
491
$5.04K ﹤0.01%
424
492
$4.93K ﹤0.01%
74
493
$4.91K ﹤0.01%
75
-25
494
$4.79K ﹤0.01%
77
495
$4.78K ﹤0.01%
119
-576
496
$4.73K ﹤0.01%
177
497
$4.72K ﹤0.01%
170
498
$4.7K ﹤0.01%
123
499
$4.68K ﹤0.01%
70
500
$4.67K ﹤0.01%
750
18 19
20
21 22