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
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,215
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.92M
3
+$2.68M
4
RTN
Raytheon Company
RTN
+$2.48M
5
HAL icon
Halliburton
HAL
+$2.41M

Top Sells

1
+$3.83M
2
+$2.76M
3
+$2.56M
4
CAG icon
Conagra Brands
CAG
+$2.3M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.98M

Sector Composition

1 Financials 10.83%
2 Technology 9.18%
3 Healthcare 8.25%
4 Industrials 7.68%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$339K 0.03%
17,694
+114
252
$337K 0.03%
2,597
+269
253
$334K 0.03%
16,078
+714
254
$334K 0.03%
+23,818
255
$334K 0.03%
3,643
+2,075
256
$328K 0.03%
+9,224
257
$328K 0.03%
5,405
+1,721
258
$327K 0.03%
3,490
+75
259
$326K 0.03%
3,229
+148
260
$323K 0.03%
3,983
+169
261
$317K 0.03%
8,202
+362
262
$311K 0.03%
+6,495
263
$309K 0.03%
5,222
-83
264
$306K 0.03%
6,707
+295
265
$305K 0.03%
2,824
+131
266
$299K 0.02%
5,835
+261
267
$298K 0.02%
3,879
+239
268
$298K 0.02%
6,207
-94
269
$298K 0.02%
17,372
+9,554
270
$297K 0.02%
6,460
-165
271
$289K 0.02%
3,402
+150
272
$287K 0.02%
5,070
+228
273
$281K 0.02%
+3,001
274
$274K 0.02%
6,749
+1,718
275
$271K 0.02%
20,915
-26,485
9 10
11
12 13