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
251
$292K 0.03%
20,128
+1,008
252
$290K 0.03%
6,534
+323
253
$289K 0.03%
6,840
-2,260
254
$288K 0.03%
1,546
+87
255
$287K 0.03%
2,328
256
$284K 0.03%
3,429
-460
257
$279K 0.03%
5,684
+248
258
$275K 0.03%
1,252
+500
259
$275K 0.03%
+4,937
260
$271K 0.03%
3,882
+210
261
$268K 0.03%
4,490
+241
262
$267K 0.03%
3,216
+30
263
$261K 0.02%
13,042
264
$257K 0.02%
3,040
+143
265
$256K 0.02%
+5,619
266
$256K 0.02%
5,737
+278
267
$248K 0.02%
3,734
+188
268
$246K 0.02%
2,739
+130
269
$242K 0.02%
8,958
+2,115
270
$241K 0.02%
6,461
-245
271
$240K 0.02%
5,369
-900
272
$238K 0.02%
2,537
+102
273
$237K 0.02%
+3,490
274
$236K 0.02%
10,000
275
$229K 0.02%
+4,194
9 10
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