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
251
$437K 0.04%
+8,833
252
$431K 0.04%
4,285
-370
253
$428K 0.04%
4,155
+660
254
$420K 0.03%
2,457
-170
255
$417K 0.03%
+8,283
256
$415K 0.03%
4,438
+374
257
$414K 0.03%
3,649
+309
258
$413K 0.03%
11,678
-702
259
$409K 0.03%
10,232
+842
260
$406K 0.03%
10,071
+40
261
$396K 0.03%
22,891
+1,828
262
$395K 0.03%
4,835
-4,615
263
$392K 0.03%
+4,795
264
$392K 0.03%
6,067
+1,639
265
$389K 0.03%
7,500
266
$381K 0.03%
7,395
+516
267
$380K 0.03%
9,844
+9,804
268
$380K 0.03%
+6,230
269
$379K 0.03%
3,680
+309
270
$378K 0.03%
11,070
+956
271
$376K 0.03%
7,411
+565
272
$373K 0.03%
4,459
+1,851
273
$369K 0.03%
6,201
-22
274
$368K 0.03%
2,852
+1,174
275
$363K 0.03%
2,318
-394
9 10
11
12 13