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
426
$42.4K ﹤0.01%
1,040
-452
427
$42.3K ﹤0.01%
205
-25
428
$41.5K ﹤0.01%
1,192
+1,108
429
$41.3K ﹤0.01%
2,325
+825
430
$41.1K ﹤0.01%
725
-375
431
$40.3K ﹤0.01%
150
-60
432
$39.9K ﹤0.01%
858
-2,112
433
$38.5K ﹤0.01%
838
-680
434
$38.2K ﹤0.01%
2,800
435
$37K ﹤0.01%
1,452
-71
436
$36.6K ﹤0.01%
473
-496
437
$36.2K ﹤0.01%
450
438
$35.8K ﹤0.01%
233
-162
439
$35.5K ﹤0.01%
517
440
$35.2K ﹤0.01%
2,285
441
$34.3K ﹤0.01%
203
-54
442
$34.3K ﹤0.01%
454
443
$33.7K ﹤0.01%
286
-150
444
$33.7K ﹤0.01%
1,282
445
$33.5K ﹤0.01%
325
-563
446
$33.1K ﹤0.01%
710
-500
447
$33K ﹤0.01%
+221
448
$33K ﹤0.01%
+986
449
$33K ﹤0.01%
289
450
$32.8K ﹤0.01%
+2,520
16 17
18
19 20