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
276
$271K 0.02%
1,428
+62
277
$267K 0.02%
2,965
-340
278
$262K 0.02%
14,441
279
$259K 0.02%
8,680
-1,016
280
$259K 0.02%
8,035
+359
281
$259K 0.02%
2,648
282
$254K 0.02%
4,711
-305
283
$252K 0.02%
3,519
+156
284
$250K 0.02%
11,042
-2,000
285
$248K 0.02%
5,277
-52
286
$248K 0.02%
4,312
+194
287
$246K 0.02%
+4,377
288
$241K 0.02%
4,222
+3,820
289
$238K 0.02%
1,700
290
$237K 0.02%
4,055
+2,861
291
$236K 0.02%
1,600
-34
292
$234K 0.02%
6,376
+6,276
293
$229K 0.02%
5,630
-1,060
294
$215K 0.02%
5,736
+258
295
$210K 0.02%
3,105
+120
296
$205K 0.02%
2,448
-2,137
297
$200K 0.02%
865
-230
298
$198K 0.02%
16,517
+2,474
299
$195K 0.02%
2,843
-167
300
$195K 0.02%
10,000
10 11
12
13 14