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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.16M
3
+$2.05M
4
V icon
Visa
V
+$1.92M
5
FRC
First Republic Bank
FRC
+$1.49M

Top Sells

1
+$1.72M
2
+$1.64M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
RTN
Raytheon Company
RTN
+$1.14M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.74%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$582K 0.04%
32,864
-1,299
252
$580K 0.04%
10,522
+1,041
253
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10,265
-1,221
254
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27,270
-1,652
255
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6,031
+1,093
256
$556K 0.03%
5,864
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257
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258
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259
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8,968
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260
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261
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15,609
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262
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263
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264
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265
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269
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271
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272
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4,210
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273
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9,468
-1,465
274
$492K 0.03%
6,324
275
$492K 0.03%
19,467
+1,184
9 10
11
12 13