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
$1.21B
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$4.21M
3
+$3.73M
4
HON icon
Honeywell
HON
+$3.26M
5
EMR icon
Emerson Electric
EMR
+$2.05M

Top Sells

1
+$3.81M
2
+$3.26M
3
+$3.22M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.75M
5
GE icon
GE Aerospace
GE
+$2.08M

Sector Composition

1 Financials 11.79%
2 Technology 10.12%
3 Industrials 8.12%
4 Healthcare 7.79%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$565K 0.05%
3,066
+137
227
$562K 0.05%
9,110
+400
228
$562K 0.05%
4,131
-18
229
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230
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231
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10,421
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232
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6,665
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233
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7,809
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234
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47,496
235
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6,226
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236
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4,340
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237
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238
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7,105
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239
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15,431
+3,073
240
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241
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242
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243
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244
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4,390
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245
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15,656
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246
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3,035
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247
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2,109
+130
248
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6,325
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249
$441K 0.04%
15,837
-21
250
$441K 0.04%
13,003
-263
8 9
10
11 12