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
476
$33K ﹤0.01%
1,339
-191
477
$33K ﹤0.01%
213
-16
478
$33K ﹤0.01%
1,100
-650
479
$33K ﹤0.01%
1,224
-680
480
$32K ﹤0.01%
550
481
$32K ﹤0.01%
1,521
482
$32K ﹤0.01%
100
-102
483
$31K ﹤0.01%
136
484
$31K ﹤0.01%
120
+24
485
$31K ﹤0.01%
1,200
486
$31K ﹤0.01%
255
487
$30K ﹤0.01%
+936
488
$30K ﹤0.01%
592
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489
$30K ﹤0.01%
865
490
$29K ﹤0.01%
930
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491
$29K ﹤0.01%
173
492
$29K ﹤0.01%
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493
$28K ﹤0.01%
363
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494
$28K ﹤0.01%
523
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495
$28K ﹤0.01%
240
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496
$27K ﹤0.01%
+780
497
$27K ﹤0.01%
+273
498
$27K ﹤0.01%
+200
499
$26K ﹤0.01%
362
500
$26K ﹤0.01%
270
+247
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