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
351
$55.1K 0.01%
655
+300
352
$53.9K 0.01%
500
-750
353
$53.4K 0.01%
3,500
354
$53.2K 0.01%
1,200
+400
355
$51.2K ﹤0.01%
1,100
-90
356
$50.6K ﹤0.01%
1,180
357
$50.4K ﹤0.01%
465
358
$48.2K ﹤0.01%
2,000
359
$48.1K ﹤0.01%
395
-120
360
$48K ﹤0.01%
2,785
+500
361
$48K ﹤0.01%
1,329
-3
362
$47.7K ﹤0.01%
2,803
363
$47.2K ﹤0.01%
1,000
+500
364
$46.4K ﹤0.01%
522
365
$45.4K ﹤0.01%
5,000
366
$45.4K ﹤0.01%
560
-1,197
367
$45.2K ﹤0.01%
335
-165
368
$44.2K ﹤0.01%
2,400
369
$43.5K ﹤0.01%
2,540
-1,210
370
$42.4K ﹤0.01%
718
+315
371
$42.3K ﹤0.01%
898
-45,092
372
$41.8K ﹤0.01%
2,500
373
$41K ﹤0.01%
1,200
374
$40.4K ﹤0.01%
647
375
$40.1K ﹤0.01%
1,702
13 14
15
16 17