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
476
$25.2K ﹤0.01%
665
+265
477
$25.2K ﹤0.01%
888
478
$24.8K ﹤0.01%
150
-100
479
$24.5K ﹤0.01%
300
480
$24.3K ﹤0.01%
335
-284
481
$24.3K ﹤0.01%
208
482
$24.1K ﹤0.01%
206
-65
483
$23.7K ﹤0.01%
+998
484
$23.5K ﹤0.01%
204
485
$23.3K ﹤0.01%
421
+361
486
$23.2K ﹤0.01%
238
487
$23.2K ﹤0.01%
+573
488
$22.7K ﹤0.01%
369
489
$22.4K ﹤0.01%
225
+80
490
$22K ﹤0.01%
387
-117
491
$22K ﹤0.01%
260
-600
492
$21.7K ﹤0.01%
+116
493
$21.4K ﹤0.01%
775
-4,425
494
$21.3K ﹤0.01%
446
-629
495
$21.2K ﹤0.01%
182
+114
496
$21.1K ﹤0.01%
198
497
$21.1K ﹤0.01%
159
+150
498
$20.7K ﹤0.01%
149
-315
499
$20.6K ﹤0.01%
155
+50
500
$20.6K ﹤0.01%
+1,128
18 19
20
21 22