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
551
$6.66K ﹤0.01%
364
552
$6.6K ﹤0.01%
1,043
553
$6.54K ﹤0.01%
600
-675
554
$6.53K ﹤0.01%
+79
555
$6.53K ﹤0.01%
148
556
$6.5K ﹤0.01%
157
557
$6.46K ﹤0.01%
99
558
$6.41K ﹤0.01%
58
559
$6.37K ﹤0.01%
84
560
$6.25K ﹤0.01%
132
561
$6.24K ﹤0.01%
+25
562
$6.24K ﹤0.01%
70
563
$6.22K ﹤0.01%
+250
564
$6.17K ﹤0.01%
+81
565
$6.16K ﹤0.01%
+166
566
$6.1K ﹤0.01%
100
-100
567
$6.08K ﹤0.01%
+200
568
$6.05K ﹤0.01%
114
-186
569
$6.02K ﹤0.01%
60
570
$5.96K ﹤0.01%
128
571
$5.92K ﹤0.01%
+1,082
572
$5.78K ﹤0.01%
77
573
$5.75K ﹤0.01%
23
574
$5.74K ﹤0.01%
69
-201
575
$5.7K ﹤0.01%
240
-540
21 22
23
24 25