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
501
$9.91K ﹤0.01%
93
502
$9.84K ﹤0.01%
18,800
503
$9.75K ﹤0.01%
172
504
$9.71K ﹤0.01%
+500
505
$9.66K ﹤0.01%
45
506
$9.66K ﹤0.01%
+240
507
$9.58K ﹤0.01%
250
-102
508
$9.32K ﹤0.01%
105
509
$9.14K ﹤0.01%
158
-40
510
$9.11K ﹤0.01%
200
-50
511
$9.07K ﹤0.01%
138
512
$9.02K ﹤0.01%
+300
513
$8.97K ﹤0.01%
634
-738
514
$8.94K ﹤0.01%
174
515
$8.93K ﹤0.01%
120
516
$8.92K ﹤0.01%
1,000
517
$8.88K ﹤0.01%
+270
518
$8.78K ﹤0.01%
+200
519
$8.76K ﹤0.01%
690
520
$8.72K ﹤0.01%
+200
521
$8.69K ﹤0.01%
116
522
$8.63K ﹤0.01%
151
-66
523
$8.33K ﹤0.01%
+300
524
$8.29K ﹤0.01%
+149
525
$8.28K ﹤0.01%
89
19 20
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