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
526
$8.14K ﹤0.01%
+248
527
$8.03K ﹤0.01%
100
-225
528
$8.01K ﹤0.01%
+268
529
$7.95K ﹤0.01%
170
530
$7.8K ﹤0.01%
227
531
$7.59K ﹤0.01%
297
532
$7.59K ﹤0.01%
+132
533
$7.58K ﹤0.01%
135
534
$7.32K ﹤0.01%
79
535
$7.3K ﹤0.01%
63
+38
536
$7.25K ﹤0.01%
100
537
$7.22K ﹤0.01%
100
-146
538
$7.19K ﹤0.01%
+122
539
$7.15K ﹤0.01%
+513
540
$7.14K ﹤0.01%
125
-85
541
$7.14K ﹤0.01%
+131
542
$7.07K ﹤0.01%
+142
543
$6.98K ﹤0.01%
+348
544
$6.97K ﹤0.01%
170
-43
545
$6.87K ﹤0.01%
+239
546
$6.87K ﹤0.01%
+113
547
$6.85K ﹤0.01%
+72
548
$6.77K ﹤0.01%
57
549
$6.76K ﹤0.01%
218
-21,931
550
$6.75K ﹤0.01%
549
-636
20 21
22
23 24