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
451
$31.9K ﹤0.01%
225
-119
452
$31.9K ﹤0.01%
700
453
$31.4K ﹤0.01%
1,000
-121,640
454
$30.7K ﹤0.01%
397
+360
455
$30.4K ﹤0.01%
+2,318
456
$30.4K ﹤0.01%
2,666
457
$30.1K ﹤0.01%
1,623
-1,626
458
$30K ﹤0.01%
166
459
$28.9K ﹤0.01%
374
-100
460
$28.8K ﹤0.01%
1,113
+301
461
$28.3K ﹤0.01%
451
-435
462
$28.2K ﹤0.01%
427
463
$28.1K ﹤0.01%
325
-3,838
464
$27.5K ﹤0.01%
255
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465
$27.4K ﹤0.01%
1,000
-794
466
$27.2K ﹤0.01%
800
-57
467
$27.1K ﹤0.01%
480
468
$26.6K ﹤0.01%
90
469
$26.5K ﹤0.01%
+632
470
$26.2K ﹤0.01%
+1,553
471
$25.8K ﹤0.01%
654
+54
472
$25.7K ﹤0.01%
193
+18
473
$25.4K ﹤0.01%
120
-78
474
$25.3K ﹤0.01%
300
-200
475
$25.3K ﹤0.01%
434
-5
17 18
19
20 21