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
626
$2.97K ﹤0.01%
32
627
$2.92K ﹤0.01%
+68
628
$2.84K ﹤0.01%
+585
629
$2.71K ﹤0.01%
100
630
$2.66K ﹤0.01%
94
631
$2.6K ﹤0.01%
151
632
$2.45K ﹤0.01%
37
633
$2.38K ﹤0.01%
46
634
$2.37K ﹤0.01%
56
635
$2.32K ﹤0.01%
+100
636
$2.32K ﹤0.01%
43
637
$2.29K ﹤0.01%
35
638
$2.24K ﹤0.01%
40
639
$2K ﹤0.01%
40
640
$1.97K ﹤0.01%
+234
641
$1.94K ﹤0.01%
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642
$1.81K ﹤0.01%
+302
643
$1.8K ﹤0.01%
38
644
$1.79K ﹤0.01%
+200
645
$1.78K ﹤0.01%
26
646
$1.7K ﹤0.01%
+123
647
$1.69K ﹤0.01%
47
648
$1.61K ﹤0.01%
110
649
$1.53K ﹤0.01%
+60
650
$1.35K ﹤0.01%
+100
24 25
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