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
551
$2.08K ﹤0.01%
38
552
$2.02K ﹤0.01%
+110
553
$2.01K ﹤0.01%
120
-5,097
554
$2K ﹤0.01%
26
555
$1.79K ﹤0.01%
+1
556
$1.78K ﹤0.01%
36
557
$1.78K ﹤0.01%
40
558
$1.7K ﹤0.01%
157
559
$1.68K ﹤0.01%
+37
560
$1.31K ﹤0.01%
+55
561
$1.15K ﹤0.01%
125
-375
562
$1.13K ﹤0.01%
5
563
$1.06K ﹤0.01%
10
-1,857
564
$1.04K ﹤0.01%
100
565
$954 ﹤0.01%
224
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566
$913 ﹤0.01%
108
567
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568
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569
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32
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570
$766 ﹤0.01%
103
571
$644 ﹤0.01%
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572
$616 ﹤0.01%
700
573
$568 ﹤0.01%
+6
574
$546 ﹤0.01%
13
575
$526 ﹤0.01%
8
-50
21 22
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24 25