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
301
$190K 0.02%
2,000
-420
302
$188K 0.02%
2,180
303
$186K 0.02%
6,890
-9,661
304
$185K 0.02%
1,034
-90
305
$180K 0.02%
1,956
+1,864
306
$177K 0.01%
2,424
+1,632
307
$176K 0.01%
1,413
+1,096
308
$172K 0.01%
4,800
309
$171K 0.01%
1,467
+1,242
310
$170K 0.01%
3,287
-3,874
311
$170K 0.01%
3,676
+3,476
312
$168K 0.01%
+3,567
313
$166K 0.01%
5,579
+1,287
314
$166K 0.01%
1,616
-61
315
$164K 0.01%
7,500
316
$163K 0.01%
20,000
317
$163K 0.01%
1,075
+66
318
$162K 0.01%
+1,263
319
$160K 0.01%
2,250
-245
320
$154K 0.01%
2,003
321
$151K 0.01%
462
-28
322
$150K 0.01%
+2,037
323
$145K 0.01%
+3,500
324
$142K 0.01%
2,366
-330
325
$141K 0.01%
5,454
-535
11 12
13
14 15