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
601
$4.39K ﹤0.01%
424
602
$4.36K ﹤0.01%
51
603
$4.27K ﹤0.01%
13
604
$4.26K ﹤0.01%
177
605
$4.25K ﹤0.01%
+152
606
$4.24K ﹤0.01%
247
607
$4.2K ﹤0.01%
50
608
$4.14K ﹤0.01%
+50
609
$4.06K ﹤0.01%
+180
610
$3.81K ﹤0.01%
144
-26
611
$3.76K ﹤0.01%
35
612
$3.67K ﹤0.01%
44
613
$3.6K ﹤0.01%
84
614
$3.56K ﹤0.01%
300
-6,770
615
$3.54K ﹤0.01%
113
616
$3.53K ﹤0.01%
752
617
$3.41K ﹤0.01%
56
618
$3.31K ﹤0.01%
33
-51
619
$3.29K ﹤0.01%
125
620
$3.28K ﹤0.01%
410
621
$3.23K ﹤0.01%
1,080
622
$3.13K ﹤0.01%
15
623
$3.03K ﹤0.01%
38
624
$3.02K ﹤0.01%
+64
625
$2.97K ﹤0.01%
28
23 24
25
26 27