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
501
$4.66K ﹤0.01%
110
502
$4.6K ﹤0.01%
580
503
$4.58K ﹤0.01%
+60
504
$4.51K ﹤0.01%
95
505
$4.49K ﹤0.01%
115
-13
506
$4.47K ﹤0.01%
76
507
$4.32K ﹤0.01%
50
508
$4.32K ﹤0.01%
22
509
$4.31K ﹤0.01%
+36
510
$4.3K ﹤0.01%
58
511
$4.3K ﹤0.01%
51
512
$4.29K ﹤0.01%
102
513
$4.2K ﹤0.01%
247
514
$3.93K ﹤0.01%
13
-25
515
$3.92K ﹤0.01%
184
516
$3.86K ﹤0.01%
84
517
$3.85K ﹤0.01%
410
518
$3.78K ﹤0.01%
200
-19
519
$3.77K ﹤0.01%
150
520
$3.74K ﹤0.01%
108
521
$3.65K ﹤0.01%
113
522
$3.52K ﹤0.01%
236
523
$3.49K ﹤0.01%
32
524
$3.46K ﹤0.01%
35
525
$3.43K ﹤0.01%
752
19 20
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22 23