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
526
$3.42K ﹤0.01%
15
527
$3.37K ﹤0.01%
44
528
$3.36K ﹤0.01%
+1,080
529
$3.34K ﹤0.01%
125
530
$3.31K ﹤0.01%
98
531
$3.23K ﹤0.01%
28
532
$3.18K ﹤0.01%
50
-2,057
533
$3.02K ﹤0.01%
24
-37,979
534
$2.92K ﹤0.01%
75
-100
535
$2.87K ﹤0.01%
94
536
$2.76K ﹤0.01%
+38
537
$2.67K ﹤0.01%
100
538
$2.58K ﹤0.01%
17
539
$2.54K ﹤0.01%
47
540
$2.53K ﹤0.01%
43
-63
541
$2.5K ﹤0.01%
94
-19,291
542
$2.49K ﹤0.01%
25
543
$2.49K ﹤0.01%
56
544
$2.44K ﹤0.01%
151
545
$2.43K ﹤0.01%
24
+14
546
$2.42K ﹤0.01%
56
-30
547
$2.35K ﹤0.01%
46
548
$2.3K ﹤0.01%
40
549
$2.28K ﹤0.01%
35
550
$2.21K ﹤0.01%
37
20 21
22
23 24