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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.16M
3
+$2.05M
4
V icon
Visa
V
+$1.92M
5
FRC
First Republic Bank
FRC
+$1.49M

Top Sells

1
+$1.72M
2
+$1.64M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
RTN
Raytheon Company
RTN
+$1.14M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.74%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$83K 0.01%
665
-25
402
$82K 0.01%
3,197
-111
403
$82K 0.01%
4,935
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404
$80K ﹤0.01%
1,200
405
$77K ﹤0.01%
911
+365
406
$75K ﹤0.01%
4,044
+1,072
407
$73K ﹤0.01%
491
+241
408
$72K ﹤0.01%
604
+204
409
$71K ﹤0.01%
722
-150
410
$69K ﹤0.01%
1,651
+208
411
$69K ﹤0.01%
1,001
-36
412
$67K ﹤0.01%
+5,256
413
$66K ﹤0.01%
665
+95
414
$66K ﹤0.01%
1,700
-74
415
$64K ﹤0.01%
4,656
416
$63K ﹤0.01%
832
417
$63K ﹤0.01%
464
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418
$62K ﹤0.01%
870
419
$60K ﹤0.01%
561
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420
$58K ﹤0.01%
453
-5,406
421
$57K ﹤0.01%
377
+232
422
$57K ﹤0.01%
472
+45
423
$55K ﹤0.01%
150
424
$55K ﹤0.01%
1,345
-734
425
$53K ﹤0.01%
+2,622
15 16
17
18 19