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
$1.06B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.99M
3
+$3.23M
4
V icon
Visa
V
+$3.21M
5
SWK icon
Stanley Black & Decker
SWK
+$3.19M

Top Sells

1
+$4.19M
2
+$2.44M
3
+$2.33M
4
MET icon
MetLife
MET
+$2.12M
5
AFL icon
Aflac
AFL
+$1.92M

Sector Composition

1 Financials 10.96%
2 Technology 9.33%
3 Healthcare 8.21%
4 Industrials 7.84%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$366K 0.03%
2,366
-358
227
$361K 0.03%
7,991
+335
228
$359K 0.03%
1,871
+87
229
$356K 0.03%
2,301
+997
230
$354K 0.03%
+8,638
231
$354K 0.03%
4,139
+1,123
232
$349K 0.03%
2,670
+115
233
$348K 0.03%
4,711
-100
234
$347K 0.03%
9,445
+424
235
$343K 0.03%
1,587
236
$338K 0.03%
9,654
+9,304
237
$333K 0.03%
3,783
-102
238
$327K 0.03%
2,467
-27
239
$324K 0.03%
8,940
-52,900
240
$323K 0.03%
5,927
-1,988
241
$321K 0.03%
4,240
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242
$320K 0.03%
19,345
+967
243
$320K 0.03%
10,991
-2,670
244
$318K 0.03%
8,033
+405
245
$317K 0.03%
6,593
+284
246
$316K 0.03%
9,619
+390
247
$313K 0.03%
2,606
-858
248
$311K 0.03%
3,415
-1,150
249
$301K 0.03%
6,538
+298
250
$293K 0.03%
4,708
-253
8 9
10
11 12