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
26
$7.18M 0.67%
79,098
+9,279
27
$7.1M 0.67%
137,795
+12,904
28
$6.97M 0.65%
61,975
-10,539
29
$6.95M 0.65%
69,634
+51,293
30
$6.93M 0.65%
3,894
+9
31
$6.84M 0.64%
60,529
-895
32
$6.81M 0.64%
52,553
+10,790
33
$6.64M 0.62%
54,738
+5,344
34
$6.56M 0.62%
54,786
+7,182
35
$6.43M 0.6%
98,704
+14,194
36
$6.4M 0.6%
53,839
-8,152
37
$6.32M 0.59%
44,465
+1,540
38
$6.3M 0.59%
249,190
+51,940
39
$6.15M 0.58%
260,604
+22,625
40
$6.14M 0.58%
148,080
+17,700
41
$6.03M 0.57%
73,395
-545
42
$5.79M 0.54%
54,653
-1,912
43
$5.65M 0.53%
115,869
+26,434
44
$5.57M 0.52%
64,264
+4,641
45
$5.55M 0.52%
2,036,920
+64,000
46
$5.52M 0.52%
67,274
+160
47
$5.35M 0.5%
52,509
-895
48
$5.18M 0.49%
153,189
-18,164
49
$5.03M 0.47%
279,525
+35,865
50
$5.02M 0.47%
35,677
-632
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