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
426
$53K ﹤0.01%
459
+445
427
$53K ﹤0.01%
329
-63
428
$51K ﹤0.01%
1,018
429
$51K ﹤0.01%
655
430
$50K ﹤0.01%
364
-6
431
$49K ﹤0.01%
1,015
+135
432
$49K ﹤0.01%
570
433
$48K ﹤0.01%
935
-12
434
$48K ﹤0.01%
+964
435
$47K ﹤0.01%
206
-9
436
$47K ﹤0.01%
550
437
$47K ﹤0.01%
1,041
438
$47K ﹤0.01%
900
439
$47K ﹤0.01%
1,800
440
$46K ﹤0.01%
1,131
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441
$46K ﹤0.01%
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442
$46K ﹤0.01%
+450
443
$44K ﹤0.01%
2,666
444
$44K ﹤0.01%
2,072
-20,777
445
$43K ﹤0.01%
850
446
$43K ﹤0.01%
+211
447
$43K ﹤0.01%
528
+488
448
$42K ﹤0.01%
1,545
449
$42K ﹤0.01%
1,200
450
$42K ﹤0.01%
455
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