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
376
$91.1K 0.01%
1,600
377
$90.3K 0.01%
3,061
-2
378
$90K 0.01%
1,044
+129
379
$88.4K 0.01%
2,575
380
$85.2K 0.01%
1,446
381
$82.4K 0.01%
702
+577
382
$78.7K 0.01%
1,280
383
$76.6K 0.01%
722
384
$76.2K 0.01%
1,460
+51
385
$74.8K 0.01%
911
-50
386
$73K 0.01%
1,065
-515
387
$71.5K 0.01%
1,172
388
$71.3K 0.01%
1,583
+101
389
$70K 0.01%
1,095
390
$68.6K 0.01%
1,123
-1,047
391
$64.7K 0.01%
495
-255
392
$61.5K 0.01%
3,856
393
$60.8K 0.01%
394
-110
394
$60.7K 0.01%
1,200
-600
395
$60.6K 0.01%
+856
396
$60.3K 0.01%
+1,778
397
$59.9K 0.01%
1,407
-366
398
$58.3K ﹤0.01%
1,504
-4,800
399
$55.7K ﹤0.01%
405
+18
400
$55.1K ﹤0.01%
177
+9
14 15
16
17 18