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
351
$86.4K 0.01%
500
352
$83.7K 0.01%
3,063
+1,361
353
$82.8K 0.01%
1,540
+1,180
354
$82.8K 0.01%
2,575
355
$81.3K 0.01%
2,675
-75
356
$78.9K 0.01%
953
+15
357
$78.6K 0.01%
3,240
+1,940
358
$77.5K 0.01%
1,532
359
$76.7K 0.01%
1,482
+1,082
360
$73.9K 0.01%
860
361
$73.8K 0.01%
3,924
+1,330
362
$72.4K 0.01%
1,280
-20
363
$72K 0.01%
1,095
364
$71.9K 0.01%
1,384
+160
365
$70.9K 0.01%
710
366
$69.3K 0.01%
1,773
367
$68.6K 0.01%
1,172
368
$68.5K 0.01%
722
+200
369
$67.8K 0.01%
1,549
370
$65.8K 0.01%
1,784
+108
371
$64.9K 0.01%
574
-17,465
372
$64.4K 0.01%
2,397
+9
373
$63.6K 0.01%
1,100
374
$62.6K 0.01%
+3,200
375
$61.6K 0.01%
1,214
+288
13 14
15
16 17