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
26
$10.2M 0.85%
65,518
+1,941
27
$10.1M 0.84%
106,737
-1,600
28
$9.47M 0.78%
69,742
-1,212
29
$8.46M 0.7%
62,961
-550
30
$8.23M 0.68%
274,419
-5,125
31
$8.2M 0.68%
30,915
-869
32
$7.96M 0.66%
90,750
-1,729
33
$7.96M 0.66%
154,280
+160
34
$7.9M 0.65%
165,211
+8,641
35
$7.63M 0.63%
1,317,960
-167,160
36
$7.47M 0.62%
3,593
-126
37
$7.37M 0.61%
61,598
+1,805
38
$7.29M 0.6%
144,337
-2,677
39
$7.23M 0.6%
41,287
-1,983
40
$7.1M 0.59%
165,520
-1,020
41
$7.06M 0.58%
54,481
-395
42
$6.86M 0.57%
53,335
+1,871
43
$6.78M 0.56%
42,419
+93
44
$6.77M 0.56%
80,286
-693
45
$6.63M 0.55%
111,813
+8,132
46
$6.3M 0.52%
287,585
-4,055
47
$5.86M 0.48%
39,577
+201
48
$5.79M 0.48%
35,983
+1,820
49
$5.74M 0.48%
80,534
-1,920
50
$5.69M 0.47%
59,401
-587
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