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
501
$8.95K ﹤0.01%
110
502
$8.85K ﹤0.01%
372
-75
503
$8.82K ﹤0.01%
513
504
$8.73K ﹤0.01%
92
505
$8.59K ﹤0.01%
372
506
$8.5K ﹤0.01%
5,000
507
$8.25K ﹤0.01%
100
508
$8.19K ﹤0.01%
+3,090
509
$8.01K ﹤0.01%
+325
510
$7.9K ﹤0.01%
+71
511
$7.9K ﹤0.01%
300
512
$7.55K ﹤0.01%
565
513
$7.52K ﹤0.01%
+2,200
514
$7.45K ﹤0.01%
+125
515
$7.42K ﹤0.01%
45
516
$7.34K ﹤0.01%
206
-11,936
517
$7.26K ﹤0.01%
88
+20
518
$7.25K ﹤0.01%
225
519
$7.14K ﹤0.01%
151
520
$7.08K ﹤0.01%
42
521
$7.07K ﹤0.01%
207
522
$6.9K ﹤0.01%
268
523
$6.82K ﹤0.01%
+400
524
$6.81K ﹤0.01%
+150
525
$6.45K ﹤0.01%
152
19 20
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