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
576
$5.68K ﹤0.01%
42
577
$5.57K ﹤0.01%
31
578
$5.38K ﹤0.01%
77
579
$5.19K ﹤0.01%
22
580
$5.09K ﹤0.01%
76
581
$5.05K ﹤0.01%
+80
582
$4.97K ﹤0.01%
+100
583
$4.92K ﹤0.01%
500
584
$4.89K ﹤0.01%
74
585
$4.88K ﹤0.01%
187
-400
586
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88
-81
587
$4.81K ﹤0.01%
22
588
$4.8K ﹤0.01%
115
589
$4.75K ﹤0.01%
96
-167
590
$4.74K ﹤0.01%
100
-300
591
$4.73K ﹤0.01%
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592
$4.7K ﹤0.01%
184
593
$4.69K ﹤0.01%
119
594
$4.68K ﹤0.01%
75
595
$4.68K ﹤0.01%
77
-28
596
$4.66K ﹤0.01%
123
597
$4.65K ﹤0.01%
95
598
$4.55K ﹤0.01%
+252
599
$4.48K ﹤0.01%
58
600
$4.45K ﹤0.01%
70
22 23
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