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
451
$41K ﹤0.01%
277
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$40K ﹤0.01%
116
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$39K ﹤0.01%
415
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454
$39K ﹤0.01%
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455
$38K ﹤0.01%
+2,090
456
$38K ﹤0.01%
1,043
457
$37K ﹤0.01%
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458
$37K ﹤0.01%
1,228
459
$37K ﹤0.01%
+596
460
$37K ﹤0.01%
400
-100
461
$37K ﹤0.01%
1,144
+342
462
$37K ﹤0.01%
400
463
$37K ﹤0.01%
940
464
$37K ﹤0.01%
471
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465
$37K ﹤0.01%
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466
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129
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467
$36K ﹤0.01%
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468
$35K ﹤0.01%
167
469
$34K ﹤0.01%
1,160
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$34K ﹤0.01%
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471
$34K ﹤0.01%
+2,470
472
$34K ﹤0.01%
59
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473
$34K ﹤0.01%
1,996
+1,852
474
$33K ﹤0.01%
+787
475
$33K ﹤0.01%
2,420
17 18
19
20 21