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
326
$79.1K 0.01%
1,179
-368
327
$78.7K 0.01%
863
-13,175
328
$78K 0.01%
1,481
+920
329
$78K 0.01%
507
-493
330
$77.3K 0.01%
6,000
+4,000
331
$75.6K 0.01%
675
-50
332
$74.9K 0.01%
785
-2
333
$73.1K 0.01%
1,532
+932
334
$72.1K 0.01%
860
335
$68.3K 0.01%
4,166
336
$68.3K 0.01%
1,315
+500
337
$68.1K 0.01%
2,264
+392
338
$67.4K 0.01%
1,300
-1,332
339
$67.4K 0.01%
1,773
-978
340
$66.9K 0.01%
1,692
+250
341
$64.2K 0.01%
1,095
342
$63.1K 0.01%
811
-275
343
$61.6K 0.01%
842
344
$61.3K 0.01%
2,388
345
$61K 0.01%
658
+200
346
$60K 0.01%
1,100
-300
347
$56.6K 0.01%
173
+9
348
$56.6K 0.01%
729
349
$55.5K 0.01%
1,360
-110
350
$55.3K 0.01%
700
-453
12 13
14
15 16