MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
51
$1.58M 0.51%
+32,252
52
$1.57M 0.51%
28,897
-4,077
53
$1.53M 0.49%
+60,925
54
$1.52M 0.49%
+15,325
55
$1.52M 0.49%
14,015
+2,254
56
$1.5M 0.48%
51,177
+3,650
57
$1.49M 0.48%
53,675
+1,575
58
$1.48M 0.48%
+57,875
59
$1.47M 0.47%
22,368
-439
60
$1.46M 0.47%
5,035
+864
61
$1.44M 0.47%
14,994
-13,989
62
$1.42M 0.46%
51,250
+6,275
63
$1.4M 0.45%
28,396
+28,082
64
$1.38M 0.45%
29,384
+582
65
$1.38M 0.45%
+39,036
66
$1.36M 0.44%
51,150
+10,525
67
$1.35M 0.44%
+50,975
68
$1.34M 0.43%
+5,215
69
$1.34M 0.43%
17,171
-1,173
70
$1.33M 0.43%
33,186
+3,436
71
$1.33M 0.43%
20,319
-19,403
72
$1.31M 0.43%
6,827
+6,394
73
$1.29M 0.42%
13,730
-42,768
74
$1.29M 0.42%
+24,590
75
$1.27M 0.41%
34,925
+8,043
1 2
3
4 5