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
451
$14.4K ﹤0.01%
125
452
$14.3K ﹤0.01%
1,091
453
$14.2K ﹤0.01%
118
454
$14.1K ﹤0.01%
675
455
$13.9K ﹤0.01%
1,236
456
$13.8K ﹤0.01%
123
-369
457
$13.8K ﹤0.01%
661
458
$13.7K ﹤0.01%
720
+700
459
$13.7K ﹤0.01%
250
460
$13.4K ﹤0.01%
900
461
$13.2K ﹤0.01%
100
-117
462
$12.7K ﹤0.01%
+1,250
463
$12.5K ﹤0.01%
344
464
$12.5K ﹤0.01%
400
-176
465
$12.1K ﹤0.01%
+625
466
$12.1K ﹤0.01%
+470
467
$12K ﹤0.01%
100
468
$12K ﹤0.01%
123
-177
469
$12K ﹤0.01%
123
+52
470
$11.9K ﹤0.01%
188
-35
471
$11.9K ﹤0.01%
300
472
$11.7K ﹤0.01%
105
473
$11.7K ﹤0.01%
+150
474
$11.6K ﹤0.01%
152
-150
475
$11.6K ﹤0.01%
250
17 18
19
20 21