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
276
$363K 0.03%
2,382
-97
277
$362K 0.03%
3,773
+75
278
$362K 0.03%
26,904
+2,659
279
$358K 0.03%
4,877
+443
280
$358K 0.03%
6,801
-308
281
$354K 0.03%
4,868
+455
282
$352K 0.03%
3,048
+268
283
$351K 0.03%
+14,367
284
$341K 0.03%
3,198
+309
285
$341K 0.03%
5,211
286
$339K 0.03%
3,033
+1,178
287
$339K 0.03%
6,815
+320
288
$337K 0.03%
+8,398
289
$334K 0.03%
18,112
290
$329K 0.03%
2,240
-1,157
291
$327K 0.03%
2,355
-269
292
$327K 0.03%
8,510
+1,908
293
$324K 0.03%
9,596
+9,576
294
$321K 0.03%
5,080
-2,251
295
$321K 0.03%
3,370
-511
296
$311K 0.03%
2,055
-275
297
$309K 0.03%
19,302
+4,184
298
$300K 0.02%
19,668
+4,252
299
$299K 0.02%
7,369
+610
300
$291K 0.02%
12,524
+139
10 11
12
13 14