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
401
$55.1K ﹤0.01%
+2,822
402
$53.9K ﹤0.01%
1,190
-9
403
$53K ﹤0.01%
3,076
404
$52.9K ﹤0.01%
1,595
405
$52.1K ﹤0.01%
1,000
406
$51.8K ﹤0.01%
+832
407
$51.4K ﹤0.01%
2,530
-68,040
408
$51.2K ﹤0.01%
+955
409
$50.9K ﹤0.01%
932
-200
410
$50.5K ﹤0.01%
935
-437
411
$48.7K ﹤0.01%
1,090
+55
412
$48.7K ﹤0.01%
+3,350
413
$48.6K ﹤0.01%
441
-119
414
$47K ﹤0.01%
1,127
+277
415
$46.6K ﹤0.01%
675
-39,869
416
$46.2K ﹤0.01%
367
-250
417
$45.9K ﹤0.01%
5,000
418
$45.4K ﹤0.01%
2,803
419
$45.2K ﹤0.01%
628
-980
420
$44.8K ﹤0.01%
747
421
$44.3K ﹤0.01%
1,180
422
$42.9K ﹤0.01%
3,200
423
$42.8K ﹤0.01%
2,000
424
$42.8K ﹤0.01%
1,041
425
$42.5K ﹤0.01%
177
15 16
17
18 19