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
376
$39.7K ﹤0.01%
663
-31
377
$39.2K ﹤0.01%
1,654
-687
378
$38.2K ﹤0.01%
280
379
$36.6K ﹤0.01%
325
380
$36.1K ﹤0.01%
647
-65
381
$35.6K ﹤0.01%
+2,265
382
$35.4K ﹤0.01%
710
383
$35.2K ﹤0.01%
700
-205
384
$35.2K ﹤0.01%
474
385
$34.7K ﹤0.01%
500
-89
386
$34.1K ﹤0.01%
+2,550
387
$33.8K ﹤0.01%
+500
388
$33.8K ﹤0.01%
924
389
$33.7K ﹤0.01%
667
+117
390
$33.5K ﹤0.01%
890
+40
391
$32K ﹤0.01%
766
+65
392
$31.8K ﹤0.01%
163
393
$31.5K ﹤0.01%
500
-400
394
$31.2K ﹤0.01%
1,415
-19,930
395
$31.2K ﹤0.01%
601
-100
396
$31.1K ﹤0.01%
375
397
$31.1K ﹤0.01%
1,420
+370
398
$29.7K ﹤0.01%
589
-72
399
$29.3K ﹤0.01%
230
+92
400
$27.8K ﹤0.01%
1,500
14 15
16
17 18