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
501
$20.4K ﹤0.01%
380
502
$20.4K ﹤0.01%
991
-82
503
$20.2K ﹤0.01%
+914
504
$19.8K ﹤0.01%
490
+168
505
$19.5K ﹤0.01%
899
506
$19.5K ﹤0.01%
134
+28
507
$19.4K ﹤0.01%
+313
508
$19.1K ﹤0.01%
350
509
$19K ﹤0.01%
+206
510
$18.7K ﹤0.01%
+209
511
$18.5K ﹤0.01%
564
512
$18.3K ﹤0.01%
150
-6
513
$18.2K ﹤0.01%
+453
514
$18.1K ﹤0.01%
398
+379
515
$18.1K ﹤0.01%
+285
516
$18.1K ﹤0.01%
1,258
517
$18K ﹤0.01%
179
-100
518
$17.8K ﹤0.01%
50
519
$17.8K ﹤0.01%
+277
520
$17.6K ﹤0.01%
73
-320
521
$17.6K ﹤0.01%
228
+173
522
$17.5K ﹤0.01%
202
523
$17.5K ﹤0.01%
117
-28
524
$17.5K ﹤0.01%
942
525
$17.5K ﹤0.01%
533
19 20
21
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