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
326
$211K 0.02%
3,809
-889
327
$211K 0.02%
617
328
$210K 0.02%
2,580
-81
329
$207K 0.02%
10,000
330
$202K 0.02%
9,079
+1,084
331
$199K 0.02%
4,548
332
$195K 0.02%
1,228
+121
333
$195K 0.02%
1,024
-10
334
$188K 0.02%
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+201
335
$186K 0.02%
3,346
-1,028
336
$185K 0.02%
3,592
+108
337
$185K 0.02%
8,775
+2,785
338
$184K 0.02%
1,817
-1,034
339
$182K 0.02%
3,621
-111
340
$180K 0.01%
4,678
-27
341
$178K 0.01%
7,700
342
$176K 0.01%
2,197
+109
343
$171K 0.01%
10,274
+4,306
344
$170K 0.01%
2,144
+107
345
$169K 0.01%
3,450
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346
$165K 0.01%
1,994
-380
347
$161K 0.01%
2,381
-325
348
$160K 0.01%
2,527
+263
349
$156K 0.01%
1,456
-78
350
$151K 0.01%
3,500
12 13
14
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