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
476
$11.5K ﹤0.01%
135
477
$11.5K ﹤0.01%
+115
478
$11.2K ﹤0.01%
1,333
479
$11.1K ﹤0.01%
125
+56
480
$11.1K ﹤0.01%
136
-2
481
$10.9K ﹤0.01%
100
-7
482
$10.8K ﹤0.01%
404
483
$10.8K ﹤0.01%
70
-285
484
$10.8K ﹤0.01%
426
+78
485
$10.6K ﹤0.01%
50
-51
486
$10.4K ﹤0.01%
125
487
$10.3K ﹤0.01%
+79
488
$10.2K ﹤0.01%
150
-100
489
$10.2K ﹤0.01%
218
490
$10.1K ﹤0.01%
371
-146
491
$9.95K ﹤0.01%
204
-216
492
$9.88K ﹤0.01%
82
493
$9.84K ﹤0.01%
200
-518
494
$9.81K ﹤0.01%
423
495
$9.59K ﹤0.01%
192
+61
496
$9.51K ﹤0.01%
1,043
497
$9.39K ﹤0.01%
502
+500
498
$9.18K ﹤0.01%
+40
499
$9.11K ﹤0.01%
+120
500
$9.07K ﹤0.01%
286
18 19
20
21 22