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
326
$138K 0.01%
5,160
+5,000
327
$137K 0.01%
2,950
328
$136K 0.01%
2,756
329
$134K 0.01%
920
+120
330
$133K 0.01%
2,397
+797
331
$130K 0.01%
+1,093
332
$127K 0.01%
2,125
333
$126K 0.01%
5,670
+4,255
334
$123K 0.01%
2,197
+10
335
$123K 0.01%
3,546
+1,568
336
$122K 0.01%
1,765
337
$119K 0.01%
1,086
-72
338
$116K 0.01%
1,383
+35
339
$116K 0.01%
1,648
+469
340
$113K 0.01%
2,815
-330
341
$113K 0.01%
857
342
$113K 0.01%
+2,388
343
$110K 0.01%
+1,740
344
$104K 0.01%
6,911
345
$97.1K 0.01%
39,650
346
$92K 0.01%
1,775
+317
347
$91.4K 0.01%
1,800
-200
348
$89.5K 0.01%
750
-195
349
$88K 0.01%
393
350
$87.4K 0.01%
1,446
-100
12 13
14
15 16