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
426
$21.1K ﹤0.01%
150
427
$20.7K ﹤0.01%
173
+20
428
$20.5K ﹤0.01%
129
-185
429
$19.8K ﹤0.01%
202
430
$19.6K ﹤0.01%
1,000
431
$18.5K ﹤0.01%
6,500
432
$17.8K ﹤0.01%
222
433
$17.7K ﹤0.01%
295
434
$17.6K ﹤0.01%
538
+500
435
$17.3K ﹤0.01%
360
-8,188
436
$17.2K ﹤0.01%
349
437
$16.7K ﹤0.01%
942
+734
438
$16.6K ﹤0.01%
249
-28
439
$16.5K ﹤0.01%
2,848
440
$16.1K ﹤0.01%
760
-3,332
441
$15.9K ﹤0.01%
453
442
$15.8K ﹤0.01%
142
+15
443
$15.6K ﹤0.01%
400
444
$15.4K ﹤0.01%
480
445
$15K ﹤0.01%
356
446
$14.8K ﹤0.01%
289
447
$14.8K ﹤0.01%
221
+53
448
$14.8K ﹤0.01%
+393
449
$14.7K ﹤0.01%
73
450
$14.5K ﹤0.01%
+2,000
16 17
18
19 20