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
476
$11.5K ﹤0.01%
94
477
$11.3K ﹤0.01%
71
478
$11.3K ﹤0.01%
200
479
$11.2K ﹤0.01%
75
+58
480
$11.2K ﹤0.01%
100
481
$11.1K ﹤0.01%
257
-125
482
$11.1K ﹤0.01%
224
483
$11.1K ﹤0.01%
250
-85
484
$10.8K ﹤0.01%
70
485
$10.7K ﹤0.01%
+404
486
$10.7K ﹤0.01%
156
487
$10.7K ﹤0.01%
565
-280
488
$10.7K ﹤0.01%
630
489
$10.7K ﹤0.01%
225
-55
490
$10.7K ﹤0.01%
+500
491
$10.5K ﹤0.01%
456
+84
492
$10.5K ﹤0.01%
500
493
$10.3K ﹤0.01%
+300
494
$10.3K ﹤0.01%
400
-400
495
$10.2K ﹤0.01%
200
496
$10.2K ﹤0.01%
292
497
$10.2K ﹤0.01%
+537
498
$10.2K ﹤0.01%
+400
499
$10.1K ﹤0.01%
125
-175
500
$10K ﹤0.01%
127
18 19
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