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
301
$129K 0.01%
2,756
+768
302
$128K 0.01%
2,147
+15
303
$128K 0.01%
2,950
+100
304
$126K 0.01%
20,000
305
$126K 0.01%
2,991
-36,484
306
$124K 0.01%
+1,600
307
$123K 0.01%
1,548
-282
308
$117K 0.01%
1,765
309
$114K 0.01%
1,400
310
$113K 0.01%
2,125
311
$112K 0.01%
+1,707
312
$110K 0.01%
+5,255
313
$109K 0.01%
917
+50
314
$105K 0.01%
1,300
-300
315
$104K 0.01%
1,402
+120
316
$103K 0.01%
700
-1,300
317
$99.8K 0.01%
6,911
318
$99.8K 0.01%
+1,800
319
$93.9K 0.01%
2,000
-800
320
$91.4K 0.01%
3,140
-280
321
$88.9K 0.01%
2,750
322
$88.4K 0.01%
39,650
323
$85.7K 0.01%
+1,257
324
$81.9K 0.01%
792
-366
325
$79.9K 0.01%
903
-4,751
11 12
13
14 15