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
501
$26K ﹤0.01%
317
+222
502
$26K ﹤0.01%
990
503
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+404
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505
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500
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506
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266
507
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500
508
$24K ﹤0.01%
650
509
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870
+520
510
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542
-65
511
$24K ﹤0.01%
1,258
512
$24K ﹤0.01%
5,000
513
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87
-4
514
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167
+128
515
$23K ﹤0.01%
+412
516
$23K ﹤0.01%
948
-17,074
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$23K ﹤0.01%
157
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$23K ﹤0.01%
500
519
$22K ﹤0.01%
587
520
$22K ﹤0.01%
575
521
$22K ﹤0.01%
1,000
522
$21K ﹤0.01%
+225
523
$21K ﹤0.01%
980
-472
524
$21K ﹤0.01%
218
525
$21K ﹤0.01%
+1,842
19 20
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