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
276
$228K 0.02%
+7,969
277
$228K 0.02%
2,648
278
$219K 0.02%
10,000
279
$215K 0.02%
8,004
+696
280
$214K 0.02%
5,682
+2,632
281
$212K 0.02%
4,629
+200
282
$211K 0.02%
3,240
-145
283
$210K 0.02%
4,874
-110
284
$207K 0.02%
4,932
-2,672
285
$204K 0.02%
2,918
-953
286
$199K 0.02%
1,124
+96
287
$192K 0.02%
+4,540
288
$183K 0.02%
+3,354
289
$182K 0.02%
1,124
290
$181K 0.02%
15,515
291
$163K 0.02%
1,673
-42,856
292
$162K 0.02%
4,675
293
$155K 0.01%
8,240
-8,801
294
$152K 0.01%
1,848
+848
295
$149K 0.01%
2,631
-258
296
$145K 0.01%
949
+101
297
$144K 0.01%
462
298
$135K 0.01%
1,500
-150
299
$134K 0.01%
990
-39
300
$131K 0.01%
1,283
10 11
12
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