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
401
$27.6K ﹤0.01%
500
402
$27.6K ﹤0.01%
+1,000
403
$27.3K ﹤0.01%
451
404
$27K ﹤0.01%
812
405
$26K ﹤0.01%
2,880
+2,723
406
$25.9K ﹤0.01%
355
407
$25.5K ﹤0.01%
352
-15,088
408
$25.1K ﹤0.01%
140
-21
409
$24.7K ﹤0.01%
+300
410
$24.7K ﹤0.01%
1,863
411
$24.7K ﹤0.01%
555
412
$24.7K ﹤0.01%
388
413
$24K ﹤0.01%
225
+25
414
$24K ﹤0.01%
1,333
-25
415
$23.8K ﹤0.01%
+480
416
$23.8K ﹤0.01%
166
417
$23.5K ﹤0.01%
208
+44
418
$23.5K ﹤0.01%
220
-1,130
419
$23K ﹤0.01%
304
-13,907
420
$22.8K ﹤0.01%
600
421
$22.2K ﹤0.01%
184
422
$21.8K ﹤0.01%
+200
423
$21.7K ﹤0.01%
298
424
$21.6K ﹤0.01%
255
+250
425
$21.2K ﹤0.01%
225
15 16
17
18 19