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
351
$151K 0.01%
5,993
+332
352
$151K 0.01%
2,980
-44
353
$151K 0.01%
2,295
+83
354
$146K 0.01%
39,650
355
$139K 0.01%
5,081
-1,464
356
$138K 0.01%
1,461
-21
357
$136K 0.01%
2,034
-6,235
358
$135K 0.01%
2,732
-47
359
$132K 0.01%
545
-320
360
$126K 0.01%
3,949
+239
361
$124K 0.01%
1,913
-100
362
$121K 0.01%
1,150
-81
363
$121K 0.01%
5,535
+505
364
$113K 0.01%
1,000
-64
365
$113K 0.01%
5,795
+285
366
$111K 0.01%
+758
367
$108K 0.01%
2,125
368
$107K 0.01%
1,443
-705
369
$106K 0.01%
3,018
-223
370
$105K 0.01%
772
-189
371
$101K 0.01%
2,436
-36
372
$98.5K 0.01%
1,374
-1,293
373
$97.8K 0.01%
2,250
374
$95.8K 0.01%
1,765
375
$94.5K 0.01%
3,800
+70
13 14
15
16 17